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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 | $146,267-51.2% | $197,124-63.8% | $82,448-13.5% |
| Participation rate | 82.1% | 84.0%-1.9pp | 86.7%-4.6pp | 68.1%+14.1pp |
| Annual return | 15.43% | 29.61%-14.2pp | 44.34%-28.9pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,923 | $4,723-59.3% | $6,227-69.1% | $2,551-24.6% |
| Participant deferral / active EE | $2,907 | $7,035-58.7% | $9,135-68.2% | $4,139-29.8% |
| Admin fee / account holder | $581 | $14,422-96.0% | $16,298-96.4% | $7,234-92.0% |