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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 | $46,532 | $73,787-36.9% | $98,716-52.9% | $82,448-43.6% |
| Participation rate | 98.7% | 61.4%+37.3pp | 69.3%+29.4pp | 68.1%+30.6pp |
| Annual return | 13.54% | 18.57%-5.0pp | 31.81%-18.3pp | 41.64%-28.1pp |
| Employer contribution / active EE | $3,588 | $1,511+137.4% | $2,279+57.5% | $2,551+40.7% |
| Participant deferral / active EE | $999 | $3,081-67.6% | $4,048-75.3% | $4,139-75.9% |
| Admin fee / account holder | $2,368 | $6,500-63.6% | $8,703-72.8% | $7,234-67.3% |