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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 | $66,272 | $72,492-8.6% | $87,102-23.9% | $72,983-9.2% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 22.93% | 24.46%-1.5pp | 28.19%-5.3pp | 81.01%-58.1pp |
| Employer contribution / active EE | $6,427 | $1,894+239.3% | $2,521+154.9% | $2,440+163.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,997 | $5,055-60.5% | $7,491-73.3% | $5,124-61.0% |