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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 | $39,991 | $65,361-38.8% | $92,903-57.0% | $72,983-45.2% |
| Participation rate | 71.1% | 68.3%+2.7pp | 76.0%-5.0pp | 69.5%+1.6pp |
| Annual return | 18.27% | 42.11%-23.8pp | 109.43%-91.2pp | 81.01%-62.7pp |
| Employer contribution / active EE | $7,053 | $2,594+171.9% | $3,653+93.1% | $2,440+189.1% |
| Participant deferral / active EE | $502 | $3,128-84.0% | $4,238-88.2% | $3,608-86.1% |
| Admin fee / account holder | $7,999 | $4,251+88.2% | $5,795+38.0% | $5,124+56.1% |