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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 | $36,711 | $107,666-65.9% | $102,184-64.1% | $154,746-76.3% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.6%+4.9pp | 80.7%+6.8pp |
| Annual return | 12.57% | 29.33%-16.8pp | 31.58%-19.0pp | 172.34%-159.8pp |
| Employer contribution / active EE | $6,689 | $3,846+73.9% | $3,594+86.1% | $4,379+52.7% |
| Participant deferral / active EE | $991 | $8,719-88.6% | $8,309-88.1% | $6,730-85.3% |
| Admin fee / account holder | $558 | $12,943-95.7% | $11,609-95.2% | $14,365-96.1% |