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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 | $179,901-63.9% | $147,096-55.9% | - |
| Participation rate | 79.8% | 77.2%+2.6pp | 82.2%-2.4pp | - |
| Annual return | 11.73% | 11.75%0pp | 419.75%-408.0pp | - |
| Employer contribution / active EE | $2,407 | $3,299-27.0% | $4,936-51.2% | - |
| Participant deferral / active EE | $3,636 | $6,909-47.4% | $8,071-55.0% | - |
| Admin fee / account holder | $6,367 | $27,572-76.9% | $13,005-51.0% | - |