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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 | $72,552 | $58,600+23.8% | $83,327-12.9% | $64,173+13.1% |
| Participation rate | 96.3% | 72.0%+24.3pp | 77.8%+18.5pp | 69.6%+26.7pp |
| Annual return | -3.27% | 9.66%-12.9pp | 10.64%-13.9pp | 7.63%-10.9pp |
| Employer contribution / active EE | $3,196 | $2,098+52.3% | $3,379-5.4% | $2,381+34.3% |
| Participant deferral / active EE | $1,968 | $4,656-57.7% | $5,565-64.6% | $3,470-43.3% |
| Admin fee / account holder | $622 | $9,282-93.3% | $7,540-91.8% | $4,887-87.3% |