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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,056 | $72,269-39.0% | $101,271-56.5% | $79,852-44.8% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 24.12% | 22.29%+1.8pp | 46.48%-22.4pp | 31.72%-7.6pp |
| Employer contribution / active EE | $938 | $2,692-65.2% | $3,660-74.4% | $2,471-62.0% |
| Participant deferral / active EE | $93 | $3,282-97.2% | $4,371-97.9% | $3,740-97.5% |
| Admin fee / account holder | $745 | $4,401-83.1% | $5,948-87.5% | $5,306-86.0% |