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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 | $29,197 | $135,956-78.5% | $123,894-76.4% | $273,972-89.3% |
| Participation rate | 81.8% | 84.1%-2.2pp | 81.4%+0.4pp | 83.0%-1.2pp |
| Annual return | 10.72% | 56.63%-45.9pp | 47.52%-36.8pp | 41.46%-30.7pp |
| Employer contribution / active EE | $6,034 | $5,170+16.7% | $4,617+30.7% | $4,869+23.9% |
| Participant deferral / active EE | $1,736 | $6,343-72.6% | $5,984-71.0% | $5,287-67.2% |
| Admin fee / account holder | $368 | $9,817-96.3% | $8,357-95.6% | $10,133-96.4% |