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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 | $52,706 | $138,385-61.9% | $184,243-71.4% | $80,925-34.9% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.7pp | 67.7%+24.9pp |
| Annual return | 13.72% | 20.02%-6.3pp | 28.82%-15.1pp | 35.65%-21.9pp |
| Employer contribution / active EE | $1,547 | $4,851-68.1% | $6,427-75.9% | $2,756-43.9% |
| Participant deferral / active EE | $1,904 | $7,075-73.1% | $9,132-79.1% | $4,299-55.7% |
| Admin fee / account holder | $1,381 | $10,489-86.8% | $13,914-90.1% | $6,940-80.1% |