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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 | $93,057-52.3% | $153,500-71.1% | $80,925-45.2% |
| Participation rate | 93.5% | 69.0%+24.6pp | 77.1%+16.5pp | 67.7%+25.9pp |
| Annual return | 11.78% | 19.96%-8.2pp | 15.70%-3.9pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,044 | $3,507-70.2% | $5,039-79.3% | $2,756-62.1% |
| Participant deferral / active EE | $701 | $5,179-86.5% | $6,756-89.6% | $4,299-83.7% |
| Admin fee / account holder | $1,009 | $8,885-88.6% | $12,736-92.1% | $6,940-85.5% |