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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 | $72,471-63.8% | $94,215-72.2% | $86,983-69.8% |
| Participation rate | 72.2% | 63.9%+8.4pp | 70.0%+2.3pp | 69.5%+2.7pp |
| Annual return | 12.85% | 26.44%-13.6pp | 28.22%-15.4pp | 25.83%-13.0pp |
| Employer contribution / active EE | $3,593 | $1,936+85.6% | $2,675+34.3% | $2,584+39.0% |
| Participant deferral / active EE | $656 | $3,397-80.7% | $4,276-84.7% | $4,194-84.4% |
| Admin fee / account holder | $2,475 | $6,468-61.7% | $10,216-75.8% | $7,856-68.5% |