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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 | $34,997 | $103,387-66.1% | $87,102-59.8% | $152,885-77.1% |
| Participation rate | 88.9% | 79.4%+9.5pp | 76.9%+12.0pp | 82.5%+6.4pp |
| Annual return | 18.04% | 28.10%-10.1pp | 28.19%-10.1pp | 345.39%-327.3pp |
| Employer contribution / active EE | $2,291 | $3,221-28.9% | $2,521-9.1% | $4,763-51.9% |
| Participant deferral / active EE | $1,111 | $4,778-76.7% | $4,048-72.5% | $5,851-81.0% |
| Admin fee / account holder | $2,337 | $12,193-80.8% | $7,491-68.8% | $11,598-79.9% |