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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 | $46,010 | $86,938-47.1% | $102,423-55.1% | $80,925-43.1% |
| Participation rate | 98.2% | 72.4%+25.8pp | 76.5%+21.7pp | 67.7%+30.6pp |
| Annual return | 16.12% | 18.89%-2.8pp | 29.42%-13.3pp | 35.65%-19.5pp |
| Employer contribution / active EE | $2,029 | $2,369-14.4% | $3,023-32.9% | $2,756-26.4% |
| Participant deferral / active EE | $1,538 | $4,120-62.7% | $5,054-69.6% | $4,299-64.2% |
| Admin fee / account holder | $7,397 | $8,053-8.1% | $9,455-21.8% | $6,940+6.6% |