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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 | $25,709 | $99,345-74.1% | $84,753-69.7% | $273,972-90.6% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 5.72% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,181 | $4,214-72.0% | $3,574-67.0% | $4,869-75.7% |
| Participant deferral / active EE | $708 | $4,270-83.4% | $3,712-80.9% | $5,287-86.6% |
| Admin fee / account holder | $5,516 | $6,645-17.0% | $5,333+3.4% | $10,133-45.6% |