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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 | $26,692 | $84,236-68.3% | $170,435-84.3% | $70,126-61.9% |
| Participation rate | 79.2% | 70.8%+8.4pp | 83.6%-4.4pp | 69.5%+9.7pp |
| Annual return | 12.58% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $2,199 | $3,387-35.1% | $5,432-59.5% | $2,343-6.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,924 | $5,698-31.1% | $13,881-71.7% | $4,645-15.5% |