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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 | $10,229 | $41,016-75.1% | $152,093-93.3% | $64,097-84.0% |
| Participation rate | 82.7% | 51.3%+31.3pp | 77.8%+4.9pp | 55.2%+27.5pp |
| Annual return | 12.54% | 39.60%-27.1pp | 66.36%-53.8pp | 34.64%-22.1pp |
| Employer contribution / active EE | $1,495 | $1,342+11.4% | $4,175-64.2% | $1,891-21.0% |
| Participant deferral / active EE | $339 | $1,927-82.4% | $5,451-93.8% | $3,080-89.0% |
| Admin fee / account holder | $2,451 | $2,305+6.3% | $14,497-83.1% | $3,454-29.0% |