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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 | $28,771 | $124,425-76.9% | $112,040-74.3% | $137,256-79.0% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 10.85% | 24.72%-13.9pp | 24.52%-13.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,256 | $3,411-63.2% | $2,954-57.5% | $4,156-69.8% |
| Participant deferral / active EE | $553 | $5,718-90.3% | $5,098-89.1% | $6,407-91.4% |
| Admin fee / account holder | $378 | $15,207-97.5% | $12,098-96.9% | $12,270-96.9% |