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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 | $36,939 | $162,967-77.3% | $135,792-72.8% | $138,895-73.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.6%+13.1pp | 79.9%+5.8pp |
| Annual return | 19.60% | 30.08%-10.5pp | 25.96%-6.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $3,245 | $4,211-22.9% | $3,496-7.2% | $4,194-22.6% |
| Participant deferral / active EE | $608 | $5,640-89.2% | $4,759-87.2% | $6,396-90.5% |
| Admin fee / account holder | $366 | $15,306-97.6% | $12,266-97.0% | $12,562-97.1% |