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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 | $42,237 | $79,961-47.2% | $98,462-57.1% | $75,177-43.8% |
| Participation rate | 78.7% | 70.4%+8.4pp | 75.2%+3.6pp | 67.2%+11.5pp |
| Annual return | 13.98% | 19.75%-5.8pp | 21.17%-7.2pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,438 | $2,264-36.5% | $3,049-52.8% | $2,671-46.2% |
| Participant deferral / active EE | $1,320 | $3,753-64.8% | $4,738-72.1% | $4,126-68.0% |
| Admin fee / account holder | $3,503 | $6,842-48.8% | $8,875-60.5% | $5,651-38.0% |