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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 | $58,013 | $45,087+28.7% | $69,483-16.5% | $72,976-20.5% |
| Participation rate | 92.3% | 68.5%+23.8pp | 74.6%+17.7pp | 69.5%+22.8pp |
| Annual return | 7.10% | 22.67%-15.6pp | 28.99%-21.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $9,808 | $2,055+377.2% | $2,780+252.8% | $2,440+301.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $960 | $3,057-68.6% | $3,841-75.0% | $5,124-81.3% |