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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 | $25,748 | $76,407-66.3% | $150,298-82.9% | $82,448-68.8% |
| Participation rate | 88.3% | 66.4%+21.9pp | 77.8%+10.6pp | 68.1%+20.3pp |
| Annual return | 17.46% | 39.99%-22.5pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,804 | $2,614+45.5% | $4,154-8.4% | $2,551+49.1% |
| Participant deferral / active EE | $643 | $3,214-80.0% | $5,453-88.2% | $4,139-84.5% |
| Admin fee / account holder | $2,658 | $6,352-58.2% | $14,116-81.2% | $7,234-63.3% |