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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 | $46,350 | $48,284-4.0% | $67,524-31.4% | $80,911-42.7% |
| Participation rate | 90.9% | 66.4%+24.5pp | 72.9%+18.0pp | 67.6%+23.3pp |
| Annual return | 11.42% | 18.27%-6.8pp | 3519.41%-3508.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,390 | $2,021-31.3% | $2,734-49.2% | $2,756-49.6% |
| Participant deferral / active EE | $641 | $2,927-78.1% | $4,001-84.0% | $4,297-85.1% |
| Admin fee / account holder | $1,673 | $3,688-54.6% | $4,001-58.2% | $6,935-75.9% |