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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 | $34,540 | $117,904-70.7% | $102,457-66.3% | $145,978-76.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 76.5%+12.4pp | 80.3%+8.6pp |
| Annual return | 12.02% | 31.80%-19.8pp | 29.41%-17.4pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,169 | $3,613-12.3% | $3,022+4.9% | $4,662-32.0% |
| Participant deferral / active EE | $847 | $5,733-85.2% | $5,054-83.2% | $6,690-87.3% |
| Admin fee / account holder | $5,217 | $13,329-60.9% | $9,451-44.8% | $13,400-61.1% |