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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 | $28,644 | $81,262-64.8% | $155,602-81.6% | $80,911-64.6% |
| Participation rate | 83.8% | 66.2%+17.6pp | 78.2%+5.6pp | 67.6%+16.2pp |
| Annual return | 26.80% | 33.34%-6.5pp | 64.81%-38.0pp | 35.63%-8.8pp |
| Employer contribution / active EE | $1,755 | $3,102-43.4% | $4,675-62.5% | $2,756-36.3% |
| Participant deferral / active EE | $776 | $3,451-77.5% | $5,629-86.2% | $4,297-81.9% |
| Admin fee / account holder | $576 | $7,992-92.8% | $15,923-96.4% | $6,935-91.7% |