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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 | $32,338 | $83,485-61.3% | $125,180-74.2% | $72,983-55.7% |
| Participation rate | 97.6% | 73.3%+24.3pp | 79.8%+17.8pp | 69.5%+28.1pp |
| Annual return | 17.44% | 25.78%-8.3pp | 43.79%-26.4pp | 81.01%-63.6pp |
| Employer contribution / active EE | $2,683 | $2,346+14.4% | $3,866-30.6% | $2,440+10.0% |
| Participant deferral / active EE | $1,110 | $3,586-69.1% | $4,937-77.5% | $3,608-69.2% |
| Admin fee / account holder | $1,566 | $5,518-71.6% | $9,703-83.9% | $5,124-69.4% |