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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 | $34,893 | $124,425-72.0% | $112,040-68.9% | $137,256-74.6% |
| Participation rate | 88.9% | 79.3%+9.6pp | 76.5%+12.4pp | 80.0%+8.9pp |
| Annual return | 17.39% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,380 | $3,411-59.5% | $2,954-53.3% | $4,156-66.8% |
| Participant deferral / active EE | $1,721 | $5,718-69.9% | $5,098-66.2% | $6,407-73.1% |
| Admin fee / account holder | $1,314 | $15,207-91.4% | $12,098-89.1% | $12,270-89.3% |