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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 | $136,860-79.7% | $120,344-76.9% | $154,746-82.1% |
| Participation rate | 85.7% | 79.9%+5.8pp | 76.7%+9.0pp | 80.7%+5.0pp |
| Annual return | 12.97% | 21.38%-8.4pp | 20.30%-7.3pp | 172.34%-159.4pp |
| Employer contribution / active EE | $2,374 | $3,533-32.8% | $3,020-21.4% | $4,379-45.8% |
| Participant deferral / active EE | $553 | $5,793-90.5% | $5,135-89.2% | $6,730-91.8% |
| Admin fee / account holder | $4,527 | $15,393-70.6% | $12,742-64.5% | $14,365-68.5% |