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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 | $64,939 | $180,978-64.1% | $147,117-55.9% | - |
| Participation rate | 79.8% | 77.3%+2.5pp | 82.2%-2.4pp | - |
| Annual return | 11.73% | 12.24%-0.5pp | 420.54%-408.8pp | - |
| Employer contribution / active EE | $2,407 | $3,338-27.9% | $4,932-51.2% | - |
| Participant deferral / active EE | $3,636 | $6,936-47.6% | $8,065-54.9% | - |
| Admin fee / account holder | $6,367 | $27,876-77.2% | $12,993-51.0% | - |