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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 | $29,520 | $60,349-51.1% | $74,184-60.2% | $62,881-53.1% |
| Participation rate | 73.7% | 72.7%+1.0pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 9.07% | 21.38%-12.3pp | 17.74%-8.7pp | 20.14%-11.1pp |
| Employer contribution / active EE | $1,558 | $1,680-7.3% | $2,370-34.3% | $2,281-31.7% |
| Participant deferral / active EE | $1,123 | $2,856-60.7% | $3,550-68.4% | $3,203-64.9% |
| Admin fee / account holder | $2,439 | $4,261-42.7% | $5,586-56.3% | $4,296-43.2% |