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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 | $77,844 | $97,648-20.3% | $121,663-36.0% | $87,485-11.0% |
| Participation rate | 97.4% | 70.5%+27.0pp | 74.5%+22.9pp | 68.9%+28.5pp |
| Annual return | 16.56% | 18.03%-1.5pp | 147.54%-131.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $2,423 | $2,300+5.3% | $3,020-19.8% | $2,596-6.7% |
| Participant deferral / active EE | $1,161 | $3,923-70.4% | $4,887-76.2% | $4,274-72.8% |
| Admin fee / account holder | $786 | $11,100-92.9% | $14,289-94.5% | $7,775-89.9% |