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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 | $28,375 | $106,247-73.3% | $96,515-70.6% | $139,466-79.7% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 19.16% | 38.47%-19.3pp | 35.73%-16.6pp | 373.66%-354.5pp |
| Employer contribution / active EE | $2,392 | $4,106-41.7% | $3,740-36.0% | $4,754-49.7% |
| Participant deferral / active EE | $1,230 | $5,456-77.5% | $4,880-74.8% | $6,712-81.7% |
| Admin fee / account holder | $2,431 | $7,885-69.2% | $6,735-63.9% | $11,409-78.7% |