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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 | $35,310 | $73,978-52.3% | $96,515-63.4% | $75,173-53.0% |
| Participation rate | 84.2% | 66.4%+17.8pp | 74.3%+9.9pp | 67.2%+17.0pp |
| Annual return | 18.33% | 26.72%-8.4pp | 35.73%-17.4pp | 160.72%-142.4pp |
| Employer contribution / active EE | $3,573 | $2,931+21.9% | $3,740-4.5% | $2,671+33.8% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $413 | $5,219-92.1% | $6,735-93.9% | $5,651-92.7% |