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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 | $83,429 | $51,708+61.3% | $106,619-21.8% | $62,881+32.7% |
| Participation rate | 91.7% | 66.9%+24.8pp | 78.0%+13.7pp | 69.3%+22.4pp |
| Annual return | 5.13% | 4.69%+0.4pp | 9.42%-4.3pp | 20.14%-15.0pp |
| Employer contribution / active EE | $709 | $1,764-59.8% | $3,947-82.0% | $2,281-68.9% |
| Participant deferral / active EE | $856 | $2,315-63.0% | $3,930-78.2% | $3,203-73.3% |
| Admin fee / account holder | $5,110 | $3,349+52.6% | $6,418-20.4% | $4,296+19.0% |