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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 | $25,996 | $115,903-77.6% | $100,528-74.1% | $158,966-83.6% |
| Participation rate | 85.0% | 81.6%+3.4pp | 79.4%+5.6pp | 82.0%+3.0pp |
| Annual return | 15.38% | 34.80%-19.4pp | 30.90%-15.5pp | 302.95%-287.6pp |
| Employer contribution / active EE | $1,016 | $4,105-75.3% | $3,419-70.3% | $4,762-78.7% |
| Participant deferral / active EE | $1,404 | $6,677-79.0% | $6,271-77.6% | $5,983-76.5% |
| Admin fee / account holder | $2,523 | $11,000-77.1% | $8,084-68.8% | $11,250-77.6% |