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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 | $47,990 | $106,749-55.0% | $145,433-67.0% | $82,448-41.8% |
| Participation rate | 94.1% | 75.6%+18.5pp | 82.1%+12.0pp | 68.1%+26.0pp |
| Annual return | 17.02% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.6pp |
| Employer contribution / active EE | $1,561 | $3,444-54.7% | $4,554-65.7% | $2,551-38.8% |
| Participant deferral / active EE | $2,092 | $6,519-67.9% | $7,897-73.5% | $4,139-49.5% |
| Admin fee / account holder | $674 | $8,390-92.0% | $13,129-94.9% | $7,234-90.7% |