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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 | $64,327 | $233,029-72.4% | $136,867-53.0% | - |
| Participation rate | 98.0% | 65.5%+32.5pp | 74.5%+23.4pp | - |
| Annual return | 11.60% | 5.57%+6.0pp | 42.97%-31.4pp | - |
| Employer contribution / active EE | $2,202 | $2,250-2.1% | $3,547-37.9% | - |
| Participant deferral / active EE | $3,309 | $4,212-21.4% | $4,924-32.8% | - |
| Admin fee / account holder | $6,088 | $49,244-87.6% | $10,340-41.1% | - |