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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 | $22,848 | $81,476-72.0% | $102,383-77.7% | $80,925-71.8% |
| Participation rate | 88.5% | 66.8%+21.7pp | 74.5%+14.0pp | 67.7%+20.9pp |
| Annual return | 10.74% | 25.59%-14.9pp | 24.94%-14.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,575 | $3,105-49.3% | $3,870-59.3% | $2,756-42.9% |
| Participant deferral / active EE | $629 | $3,871-83.8% | $5,060-87.6% | $4,299-85.4% |
| Admin fee / account holder | $2,728 | $6,717-59.4% | $8,391-67.5% | $6,940-60.7% |