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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 | $43,352 | $56,894-23.8% | $84,753-48.8% | $62,881-31.1% |
| Participation rate | 95.9% | 68.5%+27.4pp | 76.6%+19.3pp | 69.3%+26.6pp |
| Annual return | 9.75% | 6.30%+3.5pp | 22.78%-13.0pp | 20.14%-10.4pp |
| Employer contribution / active EE | $3,061 | $2,400+27.6% | $3,574-14.4% | $2,281+34.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,636 | $3,581+1.5% | $5,333-31.8% | $4,296-15.4% |