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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 | $14,469 | $96,956-85.1% | $69,779-79.3% | $273,972-94.7% |
| Participation rate | 93.8% | 77.1%+16.7pp | 71.8%+21.9pp | 83.0%+10.7pp |
| Annual return | 6.47% | 12.93%-6.5pp | 12.99%-6.5pp | 41.46%-35.0pp |
| Employer contribution / active EE | $3,964 | $3,316+19.5% | $2,338+69.5% | $4,869-18.6% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $2,931-100.0% | $5,287-100.0% |
| Admin fee / account holder | $549 | $7,934-93.1% | $4,381-87.5% | $10,133-94.6% |