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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 | $71,043 | $62,583+13.5% | $76,767-7.5% | $64,173+10.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 9.60% | -1.95%+11.5pp | 2.43%+7.2pp | 7.63%+2.0pp |
| Employer contribution / active EE | $497 | $1,832-72.9% | $2,485-80.0% | $2,381-79.1% |
| Participant deferral / active EE | $287 | $3,145-90.9% | $3,852-92.5% | $3,470-91.7% |
| Admin fee / account holder | $5,465 | $4,667+17.1% | $6,675-18.1% | $4,887+11.8% |