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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 | $82,487 | $81,504+1.2% | $102,437-19.5% | $80,959+1.9% |
| Participation rate | 97.5% | 66.9%+30.6pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | 17.42% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,079 | $3,104-65.2% | $3,871-72.1% | $2,757-60.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $548 | $6,719-91.8% | $8,388-93.5% | $6,925-92.1% |