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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 | $28,543 | $90,728-68.5% | $86,279-66.9% | $138,895-79.4% |
| Participation rate | 81.8% | 81.0%+0.8pp | 78.7%+3.1pp | 79.9%+1.9pp |
| Annual return | 12.57% | 34.83%-22.3pp | 30.40%-17.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $5,324 | $4,974+7.0% | $4,663+14.2% | $4,194+26.9% |
| Participant deferral / active EE | $0 | $6,125-100.0% | $5,658-100.0% | $6,396-100.0% |
| Admin fee / account holder | $503 | $11,808-95.7% | $10,485-95.2% | $12,562-96.0% |