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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 | $30,021 | $45,343-33.8% | $150,298-80.0% | $67,986-55.8% |
| Participation rate | 96.1% | 51.9%+44.2pp | 77.8%+18.3pp | 57.2%+38.9pp |
| Annual return | 12.82% | 33.28%-20.5pp | 62.79%-50.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $2,804 | $1,462+91.8% | $4,154-32.5% | $2,019+38.9% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $968 | $2,250-57.0% | $14,116-93.1% | $3,203-69.8% |