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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 | $26,230 | $69,444-62.2% | $92,985-71.8% | $87,485-70.0% |
| Participation rate | 72.2% | 63.3%+8.9pp | 69.5%+2.7pp | 68.9%+3.3pp |
| Annual return | 12.85% | 23.85%-11.0pp | 27.99%-15.1pp | 26.06%-13.2pp |
| Employer contribution / active EE | $3,593 | $1,917+87.4% | $2,662+35.0% | $2,596+38.4% |
| Participant deferral / active EE | $656 | $3,364-80.5% | $4,377-85.0% | $4,274-84.6% |
| Admin fee / account holder | $2,475 | $6,137-59.7% | $9,463-73.8% | $7,775-68.2% |