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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 | $61,276 | $61,660-0.6% | $80,022-23.4% | $64,173-4.5% |
| Participation rate | 95.2% | 71.7%+23.5pp | 75.8%+19.3pp | 69.6%+25.6pp |
| Annual return | 6.32% | -0.33%+6.6pp | 11.22%-4.9pp | 7.63%-1.3pp |
| Employer contribution / active EE | $4,518 | $1,810+149.6% | $2,468+83.1% | $2,381+89.8% |
| Participant deferral / active EE | $272 | $2,968-90.8% | $3,686-92.6% | $3,470-92.2% |
| Admin fee / account holder | $3,643 | $5,417-32.8% | $6,521-44.1% | $4,887-25.5% |