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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 | $81,476+1.2% | $102,383-19.4% | $80,925+1.9% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.7%+29.8pp |
| Annual return | 17.42% | 25.59%-8.2pp | 24.94%-7.5pp | 35.65%-18.2pp |
| Employer contribution / active EE | $1,079 | $3,105-65.2% | $3,870-72.1% | $2,756-60.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $548 | $6,717-91.8% | $8,391-93.5% | $6,940-92.1% |