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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 | $24,494 | $106,247-76.9% | $96,515-74.6% | $139,466-82.4% |
| Participation rate | 79.2% | 77.8%+1.3pp | 74.3%+4.8pp | 80.3%-1.2pp |
| Annual return | 36.69% | 38.47%-1.8pp | 35.73%+1.0pp | 373.66%-337.0pp |
| Employer contribution / active EE | $17,334 | $4,106+322.2% | $3,740+363.5% | $4,754+264.6% |
| Participant deferral / active EE | $1,201 | $5,456-78.0% | $4,880-75.4% | $6,712-82.1% |
| Admin fee / account holder | $2,348 | $7,885-70.2% | $6,735-65.1% | $11,409-79.4% |