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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 | $70,573 | $123,478-42.8% | $216,567-67.4% | $94,015-24.9% |
| Participation rate | 76.7% | 75.1%+1.6pp | 81.6%-5.0pp | 70.8%+5.8pp |
| Annual return | 14.28% | 23.61%-9.3pp | 12.94%+1.3pp | 17.84%-3.6pp |
| Employer contribution / active EE | $1,336 | $3,136-57.4% | $5,216-74.4% | $2,790-52.1% |
| Participant deferral / active EE | $932 | $4,556-79.5% | $6,191-84.9% | $4,249-78.1% |
| Admin fee / account holder | $6,282 | $12,753-50.7% | $21,981-71.4% | $8,951-29.8% |