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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 | $77,524 | $61,660+25.7% | $80,022-3.1% | $64,173+20.8% |
| Participation rate | 96.3% | 71.7%+24.6pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 6.67% | -0.33%+7.0pp | 11.22%-4.5pp | 7.63%-1.0pp |
| Employer contribution / active EE | $1,533 | $1,810-15.3% | $2,468-37.9% | $2,381-35.6% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,805 | $5,417-48.2% | $6,521-57.0% | $4,887-42.6% |