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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 | $44,865 | $171,272-73.8% | $127,803-64.9% | $152,885-70.7% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.0%+1.0pp | 82.5%-2.5pp |
| Annual return | 13.86% | 23.54%-9.7pp | 26.14%-12.3pp | 345.39%-331.5pp |
| Employer contribution / active EE | $4,772 | $5,451-12.5% | $4,576+4.3% | $4,763+0.2% |
| Participant deferral / active EE | $360 | $7,043-94.9% | $6,023-94.0% | $5,851-93.8% |
| Admin fee / account holder | $1,042 | $14,540-92.8% | $9,399-88.9% | $11,598-91.0% |