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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 | $78,081 | $67,602+15.5% | $82,312-5.1% | $70,126+11.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.03% | 21.57%-7.5pp | 25.88%-11.8pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,200 | $1,755-31.6% | $2,428-50.6% | $2,343-48.8% |
| Participant deferral / active EE | $1,061 | $2,987-64.5% | $3,706-71.4% | $3,332-68.2% |
| Admin fee / account holder | $1,218 | $4,512-73.0% | $5,608-78.3% | $4,645-73.8% |