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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 | $70,925 | $142,972-50.4% | $214,702-67.0% | $86,983-18.5% |
| Participation rate | 95.7% | 84.9%+10.9pp | 87.5%+8.3pp | 69.5%+26.2pp |
| Annual return | 15.97% | 18.49%-2.5pp | 54.55%-38.6pp | 25.83%-9.9pp |
| Employer contribution / active EE | $2,255 | $4,635-51.4% | $6,461-65.1% | $2,584-12.8% |
| Participant deferral / active EE | $2,789 | $6,568-57.5% | $9,147-69.5% | $4,194-33.5% |
| Admin fee / account holder | $2,601 | $17,617-85.2% | $19,830-86.9% | $7,856-66.9% |