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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 | $84,491 | $35,183+140.1% | $73,545+14.9% | $70,124+20.5% |
| Participation rate | 80.9% | 42.9%+38.0pp | 54.9%+26.0pp | 69.5%+11.4pp |
| Annual return | 17.99% | 26.90%-8.9pp | -15.16%+33.1pp | 73.14%-55.2pp |
| Employer contribution / active EE | $2,053 | $709+189.7% | $1,219+68.4% | $2,342-12.3% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,082 | $2,302+33.9% | $2,320+32.9% | $4,645-33.7% |