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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 | $47,999 | $93,598-48.7% | $135,974-64.7% | $75,173-36.1% |
| Participation rate | 77.0% | 75.2%+1.8pp | 81.9%-4.9pp | 67.2%+9.8pp |
| Annual return | 29.65% | 30.89%-1.2pp | 68.30%-38.7pp | 160.72%-131.1pp |
| Employer contribution / active EE | $1,072 | $3,538-69.7% | $4,859-77.9% | $2,671-59.9% |
| Participant deferral / active EE | $2,152 | $6,405-66.4% | $7,760-72.3% | $4,126-47.9% |
| Admin fee / account holder | $1,317 | $6,978-81.1% | $10,767-87.8% | $5,651-76.7% |