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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 | $40,742 | $199,109-79.5% | $173,730-76.5% | $154,746-73.7% |
| Participation rate | 84.2% | 82.8%+1.4pp | 79.6%+4.6pp | 80.7%+3.5pp |
| Annual return | 12.38% | 20.02%-7.6pp | 19.96%-7.6pp | 172.34%-160.0pp |
| Employer contribution / active EE | $2,376 | $5,311-55.3% | $4,577-48.1% | $4,379-45.7% |
| Participant deferral / active EE | $1,747 | $7,113-75.4% | $6,326-72.4% | $6,730-74.0% |
| Admin fee / account holder | $22,035 | $20,916+5.4% | $17,523+25.7% | $14,365+53.4% |