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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 | $25,790 | $77,638-66.8% | $156,551-83.5% | $62,881-59.0% |
| Participation rate | 78.4% | 71.2%+7.2pp | 84.0%-5.6pp | 69.3%+9.1pp |
| Annual return | 8.33% | 50.33%-42.0pp | 32.23%-23.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,463 | $3,444-28.5% | $5,501-55.2% | $2,281+8.0% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,401 | $5,561-74.8% | $13,028-89.2% | $4,296-67.4% |