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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 | $41,126 | $109,359-62.4% | $162,171-74.6% | $72,983-43.6% |
| Participation rate | 95.0% | 84.3%+10.7pp | 87.6%+7.4pp | 69.5%+25.5pp |
| Annual return | 18.56% | 25.46%-6.9pp | 115.60%-97.0pp | 81.01%-62.4pp |
| Employer contribution / active EE | $1,481 | $3,907-62.1% | $5,613-73.6% | $2,440-39.3% |
| Participant deferral / active EE | $2,028 | $5,481-63.0% | $7,297-72.2% | $3,608-43.8% |
| Admin fee / account holder | $1,497 | $7,972-81.2% | $10,843-86.2% | $5,124-70.8% |