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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 | $93,055-52.3% | $153,741-71.2% | $80,959-45.2% |
| Participation rate | 93.5% | 69.0%+24.6pp | 77.1%+16.5pp | 67.7%+25.9pp |
| Annual return | 11.78% | 19.97%-8.2pp | 15.71%-3.9pp | 35.67%-23.9pp |
| Employer contribution / active EE | $1,044 | $3,504-70.2% | $5,042-79.3% | $2,757-62.1% |
| Participant deferral / active EE | $701 | $5,172-86.4% | $6,757-89.6% | $4,300-83.7% |
| Admin fee / account holder | $1,009 | $8,881-88.6% | $12,749-92.1% | $6,925-85.4% |