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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 | $52,333 | $50,958+2.7% | $74,552-29.8% | $64,181-18.5% |
| Participation rate | 87.6% | 61.1%+26.6pp | 69.1%+18.5pp | 69.6%+18.1pp |
| Annual return | 6.72% | -1.86%+8.6pp | 32.53%-25.8pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,546 | $1,115+38.7% | $1,961-21.1% | $2,381-35.0% |
| Participant deferral / active EE | $108 | $2,301-95.3% | $3,108-96.5% | $3,470-96.9% |
| Admin fee / account holder | $6,532 | $4,223+54.7% | $5,060+29.1% | $4,887+33.7% |