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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 | $47,598 | $86,938-45.3% | $102,423-53.5% | $80,925-41.2% |
| Participation rate | 80.9% | 72.4%+8.5pp | 76.5%+4.4pp | 67.7%+13.2pp |
| Annual return | 10.91% | 18.89%-8.0pp | 29.42%-18.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $3,192 | $2,369+34.7% | $3,023+5.6% | $2,756+15.8% |
| Participant deferral / active EE | $648 | $4,120-84.3% | $5,054-87.2% | $4,299-84.9% |
| Admin fee / account holder | $2,793 | $8,053-65.3% | $9,455-70.5% | $6,940-59.8% |