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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 | $17,950 | $93,064-80.7% | $74,577-75.9% | $273,972-93.4% |
| Participation rate | 92.9% | 74.9%+17.9pp | 68.1%+24.7pp | 83.0%+9.8pp |
| Annual return | 8.00% | 26.18%-18.2pp | 20.47%-12.5pp | 41.46%-33.5pp |
| Employer contribution / active EE | $5,059 | $3,160+60.1% | $2,525+100.3% | $4,869+3.9% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $745 | $5,273-85.9% | $4,138-82.0% | $10,133-92.6% |