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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 | $43,495 | $80,530-46.0% | $90,304-51.8% | - |
| Participation rate | 88.9% | 58.0%+30.9pp | 73.3%+15.6pp | - |
| Annual return | 21.23% | 36.03%-14.8pp | 78.13%-56.9pp | - |
| Employer contribution / active EE | $1,702 | $1,117+52.4% | $2,855-40.4% | - |
| Participant deferral / active EE | $2,442 | $2,324+5.1% | $3,885-37.1% | - |
| Admin fee / account holder | $2,785 | $3,788-26.5% | $5,354-48.0% | - |