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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 | $51,702 | $95,406-45.8% | $185,849-72.2% | $85,847-39.8% |
| Participation rate | 95.1% | 68.8%+26.4pp | 81.7%+13.4pp | 69.3%+25.8pp |
| Annual return | 24.76% | 23.59%+1.2pp | 122.10%-97.3pp | 318.61%-293.8pp |
| Employer contribution / active EE | $1,408 | $3,314-57.5% | $5,169-72.8% | $2,565-45.1% |
| Participant deferral / active EE | $138 | $3,424-96.0% | $5,569-97.5% | $3,952-96.5% |
| Admin fee / account holder | $2,998 | $7,214-58.4% | $16,244-81.5% | $6,261-52.1% |