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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 | $30,003 | $76,371-60.7% | $93,621-68.0% | $72,975-58.9% |
| Participation rate | 95.1% | 71.8%+23.4pp | 75.8%+19.3pp | 69.5%+25.6pp |
| Annual return | 17.60% | 25.82%-8.2pp | 32.76%-15.2pp | 81.01%-63.4pp |
| Employer contribution / active EE | $1,581 | $2,276-30.5% | $2,719-41.8% | $2,440-35.2% |
| Participant deferral / active EE | $964 | $3,538-72.8% | $4,070-76.3% | $3,608-73.3% |
| Admin fee / account holder | $5,495 | $6,839-19.7% | $7,890-30.4% | $5,124+7.2% |