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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 | $41,427 | $81,233-49.0% | $155,567-73.4% | $80,874-48.8% |
| Participation rate | 73.9% | 66.2%+7.7pp | 78.2%-4.3pp | 67.6%+6.3pp |
| Annual return | 15.62% | 33.33%-17.7pp | 64.74%-49.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $3,623 | $3,101+16.8% | $4,674-22.5% | $2,756+31.5% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $629 | $7,998-92.1% | $15,916-96.0% | $6,935-90.9% |