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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 | $23,398 | $77,472-69.8% | $100,392-76.7% | $80,935-71.1% |
| Participation rate | 72.8% | 76.9%-4.1pp | 81.5%-8.7pp | 67.7%+5.2pp |
| Annual return | 15.09% | 37.26%-22.2pp | 49.45%-34.4pp | 35.66%-20.6pp |
| Employer contribution / active EE | $3,263 | $2,800+16.5% | $3,941-17.2% | $2,757+18.4% |
| Participant deferral / active EE | $1,820 | $6,818-73.3% | $8,090-77.5% | $4,299-57.7% |
| Admin fee / account holder | $688 | $5,885-88.3% | $7,904-91.3% | $6,924-90.1% |