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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 | $96,236-66.8% | $136,072-76.6% | $80,935-60.6% |
| Participation rate | 72.2% | 71.2%+1.0pp | 76.4%-4.2pp | 67.7%+4.6pp |
| Annual return | 32.11% | 28.74%+3.4pp | 580.46%-548.3pp | 35.66%-3.5pp |
| Employer contribution / active EE | $735 | $3,350-78.1% | $4,216-82.6% | $2,757-73.3% |
| Participant deferral / active EE | $1,623 | $5,709-71.6% | $7,028-76.9% | $4,299-62.3% |
| Admin fee / account holder | $2,736 | $8,250-66.8% | $6,718-59.3% | $6,924-60.5% |