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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 | $58,529 | $58,493+0.1% | $84,021-30.3% | $72,975-19.8% |
| Participation rate | 73.5% | 61.2%+12.3pp | 69.0%+4.5pp | 69.5%+4.0pp |
| Annual return | 19.11% | 28.93%-9.8pp | 71.32%-52.2pp | 81.01%-61.9pp |
| Employer contribution / active EE | $306 | $1,163-73.7% | $1,984-84.6% | $2,440-87.5% |
| Participant deferral / active EE | $1,065 | $2,394-55.5% | $3,239-67.1% | $3,608-70.5% |
| Admin fee / account holder | $1,799 | $4,569-60.6% | $6,102-70.5% | $5,124-64.9% |