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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 | $27,746 | $124,425-77.7% | $112,040-75.2% | $137,256-79.8% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 12.97% | 24.72%-11.7pp | 24.52%-11.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,374 | $3,411-30.4% | $2,954-19.7% | $4,156-42.9% |
| Participant deferral / active EE | $553 | $5,718-90.3% | $5,098-89.2% | $6,407-91.4% |
| Admin fee / account holder | $4,527 | $15,207-70.2% | $12,098-62.6% | $12,270-63.1% |