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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 | $77,848 | $101,763-23.5% | $164,866-52.8% | $80,874-3.7% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.6%+29.5pp |
| Annual return | 20.96% | 16.73%+4.2pp | 69.97%-49.0pp | 35.62%-14.7pp |
| Employer contribution / active EE | $1,408 | $2,954-52.3% | $4,343-67.6% | $2,756-48.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,838 | $8,228-41.2% | $12,689-61.9% | $6,935-30.2% |