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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 | $48,327-4.1% | $67,575-31.4% | $80,935-42.7% |
| Participation rate | 90.9% | 66.4%+24.5pp | 72.9%+18.0pp | 67.7%+23.2pp |
| Annual return | 11.42% | 18.31%-6.9pp | 3528.98%-3517.6pp | 35.66%-24.2pp |
| Employer contribution / active EE | $1,390 | $2,022-31.3% | $2,736-49.2% | $2,757-49.6% |
| Participant deferral / active EE | $641 | $2,927-78.1% | $4,003-84.0% | $4,299-85.1% |
| Admin fee / account holder | $1,673 | $3,692-54.7% | $3,993-58.1% | $6,924-75.8% |