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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 | $54,477 | $46,877+16.2% | $122,354-55.5% | $70,126-22.3% |
| Participation rate | 86.0% | 58.2%+27.8pp | 71.6%+14.4pp | 69.5%+16.5pp |
| Annual return | 15.39% | 24.22%-8.8pp | 30.28%-14.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $1,435 | $1,288+11.4% | $4,051-64.6% | $2,343-38.8% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,627 | $3,324-51.1% | $5,479-70.3% | $4,645-65.0% |