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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 | $46,188 | $81,276-43.2% | $155,574-70.3% | $80,925-42.9% |
| Participation rate | 77.1% | 66.2%+10.9pp | 78.2%-1.1pp | 67.7%+9.5pp |
| Annual return | 14.94% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $2,764 | $3,103-10.9% | $4,676-40.9% | $2,756+0.3% |
| Participant deferral / active EE | $490 | $3,453-85.8% | $5,629-91.3% | $4,299-88.6% |
| Admin fee / account holder | $548 | $7,993-93.1% | $15,914-96.6% | $6,940-92.1% |