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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 | $34,084 | $39,162-13.0% | $100,671-66.1% | $59,633-42.8% |
| Participation rate | 98.1% | 55.9%+42.2pp | 70.7%+27.4pp | 68.7%+29.4pp |
| Annual return | 2.94% | 21.07%-18.1pp | 20.43%-17.5pp | 2041.45%-2038.5pp |
| Employer contribution / active EE | $940 | $1,151-18.3% | $4,012-76.6% | $2,203-57.3% |
| Participant deferral / active EE | $160 | $1,992-92.0% | $3,144-94.9% | $3,192-95.0% |
| Admin fee / account holder | $4,267 | $2,969+43.7% | $4,850-12.0% | $4,297-0.7% |