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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 | $33,521 | $95,453-64.9% | $112,040-70.1% | $82,448-59.3% |
| Participation rate | 95.4% | 72.8%+22.6pp | 76.5%+18.9pp | 68.1%+27.3pp |
| Annual return | 16.47% | 23.92%-7.4pp | 24.52%-8.0pp | 41.64%-25.2pp |
| Employer contribution / active EE | $937 | $2,318-59.6% | $2,954-68.3% | $2,551-63.3% |
| Participant deferral / active EE | $1,878 | $4,224-55.5% | $5,098-63.2% | $4,139-54.6% |
| Admin fee / account holder | $2,417 | $9,013-73.2% | $12,098-80.0% | $7,234-66.6% |