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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 | $52,346 | $53,596-2.3% | $90,657-42.3% | $64,173-18.4% |
| Participation rate | 84.4% | 64.5%+19.9pp | 74.0%+10.3pp | 69.6%+14.8pp |
| Annual return | 7.43% | 4.41%+3.0pp | 1.89%+5.5pp | 7.63%-0.2pp |
| Employer contribution / active EE | $621 | $1,503-58.7% | $2,532-75.5% | $2,381-73.9% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $34,406 | $3,868+789.5% | $4,994+588.9% | $4,887+604.0% |