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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 | $71,313 | $143,969-50.5% | $199,883-64.3% | $82,637-13.7% |
| Participation rate | 82.1% | 84.1%-2.0pp | 86.8%-4.6pp | 68.1%+14.1pp |
| Annual return | 15.43% | 25.67%-10.2pp | 43.81%-28.4pp | 53.51%-38.1pp |
| Employer contribution / active EE | $1,923 | $4,632-58.5% | $6,261-69.3% | $2,552-24.7% |
| Participant deferral / active EE | $2,907 | $6,937-58.1% | $9,138-68.2% | $4,126-29.5% |
| Admin fee / account holder | $581 | $14,597-96.0% | $17,268-96.6% | $7,339-92.1% |