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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 | $44,344 | $92,985-52.3% | $153,432-71.1% | $80,874-45.2% |
| Participation rate | 93.5% | 69.0%+24.6pp | 77.1%+16.5pp | 67.6%+25.9pp |
| Annual return | 11.78% | 19.95%-8.2pp | 15.66%-3.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,044 | $3,507-70.2% | $5,038-79.3% | $2,756-62.1% |
| Participant deferral / active EE | $701 | $5,178-86.5% | $6,757-89.6% | $4,297-83.7% |
| Admin fee / account holder | $1,009 | $8,880-88.6% | $12,725-92.1% | $6,935-85.4% |