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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 | $71,297 | $52,306+36.3% | $69,779+2.2% | $62,881+13.4% |
| Participation rate | 76.9% | 67.2%+9.7pp | 71.8%+5.1pp | 69.3%+7.6pp |
| Annual return | 7.54% | 13.35%-5.8pp | 12.99%-5.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $574 | $2,395-76.0% | $2,931-80.4% | $3,203-82.1% |
| Admin fee / account holder | $5,104 | $3,691+38.3% | $4,381+16.5% | $4,296+18.8% |