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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 | $49,763 | $143,969-65.4% | $199,883-75.1% | $82,637-39.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.58% | 25.67%-10.1pp | 43.81%-28.2pp | 53.51%-37.9pp |
| Employer contribution / active EE | $1,694 | $4,632-63.4% | $6,261-73.0% | $2,552-33.6% |
| Participant deferral / active EE | $2,036 | $6,937-70.7% | $9,138-77.7% | $4,126-50.7% |
| Admin fee / account holder | $1,131 | $14,597-92.2% | $17,268-93.4% | $7,339-84.6% |