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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 | $52,030 | $93,617-44.4% | $135,982-61.7% | $75,177-30.8% |
| Participation rate | 97.0% | 75.2%+21.8pp | 81.9%+15.0pp | 67.2%+29.8pp |
| Annual return | 18.03% | 30.89%-12.9pp | 68.32%-50.3pp | 160.75%-142.7pp |
| Employer contribution / active EE | $1,187 | $3,538-66.5% | $4,859-75.6% | $2,671-55.6% |
| Participant deferral / active EE | $2,202 | $6,406-65.6% | $7,760-71.6% | $4,126-46.6% |
| Admin fee / account holder | $1,760 | $6,980-74.8% | $10,767-83.7% | $5,651-68.9% |