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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 | $46,920 | $86,949-46.0% | $102,460-54.2% | $80,959-42.0% |
| Participation rate | 73.1% | 72.4%+0.7pp | 76.5%-3.4pp | 67.7%+5.4pp |
| Annual return | 15.41% | 18.89%-3.5pp | 29.47%-14.1pp | 35.67%-20.3pp |
| Employer contribution / active EE | $1,087 | $2,370-54.1% | $3,025-64.1% | $2,757-60.6% |
| Participant deferral / active EE | $1,373 | $4,121-66.7% | $5,056-72.8% | $4,300-68.1% |
| Admin fee / account holder | $4,631 | $8,048-42.4% | $9,460-51.0% | $6,925-33.1% |