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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 | $76,834-39.4% | $108,359-57.1% | $87,485-46.8% |
| Participation rate | 98.7% | 61.7%+37.0pp | 70.1%+28.6pp | 68.9%+29.8pp |
| Annual return | 13.54% | 19.09%-5.5pp | 36.89%-23.4pp | 26.06%-12.5pp |
| Employer contribution / active EE | $3,588 | $1,556+130.6% | $2,399+49.5% | $2,596+38.2% |
| Participant deferral / active EE | $999 | $3,100-67.8% | $4,137-75.8% | $4,274-76.6% |
| Admin fee / account holder | $2,368 | $6,537-63.8% | $9,741-75.7% | $7,775-69.5% |