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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 | $18,974 | $99,345-80.9% | $84,753-77.6% | $273,972-93.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 11.62% | 22.93%-11.3pp | 22.78%-11.2pp | 41.46%-29.8pp |
| Employer contribution / active EE | $8,550 | $4,214+102.9% | $3,574+139.2% | $4,869+75.6% |
| Participant deferral / active EE | $675 | $4,270-84.2% | $3,712-81.8% | $5,287-87.2% |
| Admin fee / account holder | $2,914 | $6,645-56.1% | $5,333-45.4% | $10,133-71.2% |