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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 | $41,486 | $47,944-13.5% | $67,834-38.8% | $62,881-34.0% |
| Participation rate | 78.3% | 61.1%+17.2pp | 68.8%+9.5pp | 69.3%+9.0pp |
| Annual return | 7.01% | 11.77%-4.8pp | 138.47%-131.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,651 | $1,562+5.7% | $2,403-31.3% | $2,281-27.6% |
| Participant deferral / active EE | $557 | $2,247-75.2% | $3,160-82.4% | $3,203-82.6% |
| Admin fee / account holder | $1,650 | $3,712-55.6% | $4,622-64.3% | $4,296-61.6% |