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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 | $40,928 | $136,860-70.1% | $120,344-66.0% | $154,746-73.6% |
| Participation rate | 91.7% | 79.9%+11.8pp | 76.7%+15.0pp | 80.7%+11.0pp |
| Annual return | 12.52% | 21.38%-8.9pp | 20.30%-7.8pp | 172.34%-159.8pp |
| Employer contribution / active EE | $1,315 | $3,533-62.8% | $3,020-56.5% | $4,379-70.0% |
| Participant deferral / active EE | $1,168 | $5,793-79.8% | $5,135-77.3% | $6,730-82.6% |
| Admin fee / account holder | $22,273 | $15,393+44.7% | $12,742+74.8% | $14,365+55.0% |