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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 | $37,424 | $77,638-51.8% | $156,551-76.1% | $62,881-40.5% |
| Participation rate | 76.9% | 71.2%+5.7pp | 84.0%-7.1pp | 69.3%+7.6pp |
| Annual return | 8.27% | 50.33%-42.1pp | 32.23%-24.0pp | 20.14%-11.9pp |
| Employer contribution / active EE | $4,546 | $3,444+32.0% | $5,501-17.4% | $2,281+99.3% |
| Participant deferral / active EE | $454 | $3,046-85.1% | $4,871-90.7% | $3,203-85.8% |
| Admin fee / account holder | $1,524 | $5,561-72.6% | $13,028-88.3% | $4,296-64.5% |