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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 | $47,816 | $67,602-29.3% | $82,312-41.9% | $70,126-31.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.56% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,267 | $1,755-27.8% | $2,428-47.8% | $2,343-45.9% |
| Participant deferral / active EE | $831 | $2,987-72.2% | $3,706-77.6% | $3,332-75.1% |
| Admin fee / account holder | $4,808 | $4,512+6.6% | $5,608-14.3% | $4,645+3.5% |