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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 | $30,646 | $80,992-62.2% | $96,534-68.3% | $75,173-59.2% |
| Participation rate | 98.1% | 71.8%+26.3pp | 76.0%+22.1pp | 67.2%+30.9pp |
| Annual return | 21.25% | 27.05%-5.8pp | 25.88%-4.6pp | 160.72%-139.5pp |
| Employer contribution / active EE | $1,978 | $2,283-13.3% | $2,965-33.3% | $2,671-25.9% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,330 | $6,717-50.4% | $8,253-59.6% | $5,651-41.1% |