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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 | $60,682 | $143,969-57.9% | $199,883-69.6% | $82,637-26.6% |
| Participation rate | 87.5% | 84.1%+3.4pp | 86.8%+0.7pp | 68.1%+19.4pp |
| Annual return | 16.60% | 25.67%-9.1pp | 43.81%-27.2pp | 53.51%-36.9pp |
| Employer contribution / active EE | $2,071 | $4,632-55.3% | $6,261-66.9% | $2,552-18.8% |
| Participant deferral / active EE | $2,246 | $6,937-67.6% | $9,138-75.4% | $4,126-45.6% |
| Admin fee / account holder | $1,088 | $14,597-92.5% | $17,268-93.7% | $7,339-85.2% |