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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 | $31,907 | $96,137-66.8% | $135,987-76.5% | $80,911-60.6% |
| Participation rate | 72.2% | 71.2%+1.0pp | 76.4%-4.2pp | 67.6%+4.6pp |
| Annual return | 32.11% | 28.70%+3.4pp | 579.77%-547.7pp | 35.63%-3.5pp |
| Employer contribution / active EE | $735 | $3,350-78.1% | $4,214-82.6% | $2,756-73.3% |
| Participant deferral / active EE | $1,623 | $5,706-71.6% | $7,027-76.9% | $4,297-62.2% |
| Admin fee / account holder | $2,736 | $8,236-66.8% | $6,716-59.3% | $6,935-60.5% |