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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 | $35,116 | $80,983-56.6% | $96,544-63.6% | $75,177-53.3% |
| Participation rate | 72.3% | 71.8%+0.6pp | 76.0%-3.6pp | 67.2%+5.1pp |
| Annual return | 13.81% | 27.05%-13.2pp | 25.88%-12.1pp | 160.75%-146.9pp |
| Employer contribution / active EE | $5,363 | $2,282+135.0% | $2,966+80.8% | $2,671+100.8% |
| Participant deferral / active EE | $1,106 | $3,929-71.9% | $4,851-77.2% | $4,126-73.2% |
| Admin fee / account holder | $7,779 | $6,717+15.8% | $8,254-5.8% | $5,651+37.7% |