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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 | $21,486 | $84,236-74.5% | $170,435-87.4% | $70,126-69.4% |
| Participation rate | 97.4% | 70.8%+26.6pp | 83.6%+13.8pp | 69.5%+27.9pp |
| Annual return | 13.03% | 23.06%-10.0pp | 205.94%-192.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,209 | $3,387-34.8% | $5,432-59.3% | $2,343-5.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,847 | $5,698-14.9% | $13,881-65.1% | $4,645+4.3% |