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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 | $36,057 | $83,485-56.8% | $125,195-71.2% | $72,976-50.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 19.22% | 25.77%-6.5pp | 43.79%-24.6pp | 81.02%-61.8pp |
| Employer contribution / active EE | $1,100 | $2,346-53.1% | $3,866-71.6% | $2,440-54.9% |
| Participant deferral / active EE | $1,267 | $3,586-64.7% | $4,937-74.3% | $3,608-64.9% |
| Admin fee / account holder | $3,953 | $5,518-28.4% | $9,704-59.3% | $5,124-22.9% |