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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 | $23,556 | $46,599-49.4% | $64,101-63.3% | $75,173-68.7% |
| Participation rate | 93.9% | 65.9%+28.0pp | 72.3%+21.6pp | 67.2%+26.7pp |
| Annual return | 16.02% | 26.06%-10.0pp | 33.72%-17.7pp | 160.72%-144.7pp |
| Employer contribution / active EE | $1,648 | $1,975-16.6% | $2,749-40.0% | $2,671-38.3% |
| Participant deferral / active EE | $740 | $2,837-73.9% | $3,881-80.9% | $4,126-82.1% |
| Admin fee / account holder | $3,651 | $2,956+23.5% | $3,070+18.9% | $5,651-35.4% |