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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 | $49,420 | $146,267-66.2% | $197,124-74.9% | $82,448-40.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.55% | 29.61%-6.1pp | 44.34%-20.8pp | 41.64%-18.1pp |
| Employer contribution / active EE | $2,872 | $4,723-39.2% | $6,227-53.9% | $2,551+12.6% |
| Participant deferral / active EE | $1,647 | $7,035-76.6% | $9,135-82.0% | $4,139-60.2% |
| Admin fee / account holder | $2,027 | $14,422-85.9% | $16,298-87.6% | $7,234-72.0% |