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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 | $29,921 | $106,749-72.0% | $145,433-79.4% | $82,448-63.7% |
| Participation rate | 94.4% | 75.6%+18.8pp | 82.1%+12.3pp | 68.1%+26.4pp |
| Annual return | 16.24% | 27.59%-11.4pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,026 | $3,444-12.2% | $4,554-33.6% | $2,551+18.6% |
| Participant deferral / active EE | $2,332 | $6,519-64.2% | $7,897-70.5% | $4,139-43.7% |
| Admin fee / account holder | $330 | $8,390-96.1% | $13,129-97.5% | $7,234-95.4% |