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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 | $49,089 | $109,359-55.1% | $162,177-69.7% | $72,975-32.7% |
| Participation rate | 90.6% | 84.3%+6.3pp | 87.6%+3.0pp | 69.5%+21.1pp |
| Annual return | 21.16% | 25.46%-4.3pp | 115.60%-94.4pp | 81.01%-59.9pp |
| Employer contribution / active EE | $1,596 | $3,907-59.1% | $5,613-71.6% | $2,440-34.6% |
| Participant deferral / active EE | $1,748 | $5,481-68.1% | $7,297-76.0% | $3,608-51.5% |
| Admin fee / account holder | $672 | $7,972-91.6% | $10,843-93.8% | $5,124-86.9% |