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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 | $33,754 | $95,453-64.6% | $112,040-69.9% | $82,448-59.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.5%+10.2pp | 68.1%+18.6pp |
| Annual return | 19.13% | 23.92%-4.8pp | 24.52%-5.4pp | 41.64%-22.5pp |
| Employer contribution / active EE | $3,969 | $2,318+71.2% | $2,954+34.4% | $2,551+55.6% |
| Participant deferral / active EE | $907 | $4,224-78.5% | $5,098-82.2% | $4,139-78.1% |
| Admin fee / account holder | $2,022 | $9,013-77.6% | $12,098-83.3% | $7,234-72.1% |