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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 | $35,530 | $75,720-53.1% | $90,312-60.7% | $86,983-59.2% |
| Participation rate | 93.9% | 66.3%+27.7pp | 72.9%+21.0pp | 69.5%+24.4pp |
| Annual return | 14.28% | 18.55%-4.3pp | 18.90%-4.6pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,784 | $1,945+43.1% | $2,243+24.1% | $2,584+7.7% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,203 | $6,201-64.5% | $8,248-73.3% | $7,856-72.0% |