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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 | $27,679 | $80,983-65.8% | $96,544-71.3% | $75,177-63.2% |
| Participation rate | 90.3% | 71.8%+18.5pp | 76.0%+14.3pp | 67.2%+23.1pp |
| Annual return | 25.97% | 27.05%-1.1pp | 25.88%+0.1pp | 160.75%-134.8pp |
| Employer contribution / active EE | $4,683 | $2,282+105.2% | $2,966+57.9% | $2,671+75.3% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,616 | $6,717-75.9% | $8,254-80.4% | $5,651-71.4% |