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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 | $38,213 | $69,977-45.4% | $108,582-64.8% | $62,881-39.2% |
| Participation rate | 91.5% | 72.9%+18.6pp | 79.6%+11.9pp | 69.3%+22.2pp |
| Annual return | 7.85% | 10.73%-2.9pp | -51.70%+59.6pp | 20.14%-12.3pp |
| Employer contribution / active EE | $1,369 | $2,135-35.9% | $3,758-63.6% | $2,281-40.0% |
| Participant deferral / active EE | $785 | $3,165-75.2% | $4,311-81.8% | $3,203-75.5% |
| Admin fee / account holder | $1,384 | $5,076-72.7% | $7,645-81.9% | $4,296-67.8% |