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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 | $55,089 | $86,050-36.0% | $189,758-71.0% | $94,015-41.4% |
| Participation rate | 85.3% | 68.9%+16.4pp | 79.8%+5.5pp | 70.8%+14.5pp |
| Annual return | 11.28% | 17.77%-6.5pp | 52.62%-41.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $2,730 | $2,819-3.2% | $4,767-42.7% | $2,790-2.2% |
| Participant deferral / active EE | $294 | $3,349-91.2% | $5,856-95.0% | $4,249-93.1% |
| Admin fee / account holder | $2,181 | $6,627-67.1% | $20,388-89.3% | $8,951-75.6% |