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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 | $84,570-66.2% | $85,946-66.8% | $155,188-81.6% |
| Participation rate | 81.8% | 78.8%+3.0pp | 77.2%+4.6pp | 80.8%+1.0pp |
| Annual return | 12.57% | 35.96%-23.4pp | 31.33%-18.8pp | 148.84%-136.3pp |
| Employer contribution / active EE | $5,324 | $4,651+14.5% | $4,539+17.3% | $4,248+25.3% |
| Participant deferral / active EE | $0 | $5,847-100.0% | $5,465-100.0% | $6,531-100.0% |
| Admin fee / account holder | $503 | $12,225-95.9% | $11,250-95.5% | $14,480-96.5% |