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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 | $13,331 | $48,078-72.3% | $78,676-83.1% | $62,881-78.8% |
| Participation rate | 90.7% | 65.2%+25.5pp | 73.6%+17.1pp | 69.3%+21.4pp |
| Annual return | 5.49% | 31.36%-25.9pp | 62.19%-56.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,355 | $2,015+16.9% | $2,850-17.4% | $2,281+3.2% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $414 | $3,206-87.1% | $4,510-90.8% | $4,296-90.4% |