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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 | $62,397 | $56,287+10.9% | $80,977-22.9% | $62,881-0.8% |
| Participation rate | 76.9% | 68.9%+8.0pp | 75.8%+1.1pp | 69.3%+7.6pp |
| Annual return | 7.32% | 22.13%-14.8pp | 17.11%-9.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,009 | $1,943-48.1% | $3,715-72.8% | $2,281-55.8% |
| Participant deferral / active EE | $1,617 | $4,196-61.5% | $5,696-71.6% | $3,203-49.5% |
| Admin fee / account holder | $346 | $3,742-90.7% | $5,517-93.7% | $4,296-91.9% |