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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 | $54,604 | $93,617-41.7% | $135,982-59.8% | $75,177-27.4% |
| Participation rate | 96.6% | 75.2%+21.4pp | 81.9%+14.6pp | 67.2%+29.3pp |
| Annual return | 29.72% | 30.89%-1.2pp | 68.32%-38.6pp | 160.75%-131.0pp |
| Employer contribution / active EE | $1,838 | $3,538-48.0% | $4,859-62.2% | $2,671-31.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $843 | $6,980-87.9% | $10,767-92.2% | $5,651-85.1% |