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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 | $72,889 | $76,371-4.6% | $93,621-22.1% | $72,976-0.1% |
| Participation rate | 70.6% | 71.8%-1.2pp | 75.8%-5.2pp | 69.5%+1.1pp |
| Annual return | 18.70% | 25.82%-7.1pp | 32.76%-14.1pp | 81.02%-62.3pp |
| Employer contribution / active EE | $2,536 | $2,276+11.4% | $2,719-6.7% | $2,440+3.9% |
| Participant deferral / active EE | $254 | $3,538-92.8% | $4,070-93.8% | $3,608-93.0% |
| Admin fee / account holder | $7,590 | $6,839+11.0% | $7,890-3.8% | $5,124+48.1% |