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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 | $28,989 | $87,132-66.7% | $105,624-72.6% | $80,959-64.2% |
| Participation rate | 77.4% | 70.4%+7.0pp | 75.3%+2.1pp | 67.7%+9.8pp |
| Annual return | 24.28% | 17.03%+7.3pp | 116.20%-91.9pp | 35.67%-11.4pp |
| Employer contribution / active EE | $1,305 | $2,397-45.5% | $3,168-58.8% | $2,757-52.7% |
| Participant deferral / active EE | $769 | $3,985-80.7% | $5,013-84.7% | $4,300-82.1% |
| Admin fee / account holder | $4,940 | $8,449-41.5% | $10,961-54.9% | $6,925-28.7% |