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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 | $21,296 | $72,269-70.5% | $101,271-79.0% | $79,852-73.3% |
| Participation rate | 84.8% | 68.5%+16.4pp | 75.8%+9.0pp | 69.6%+15.2pp |
| Annual return | 15.48% | 22.29%-6.8pp | 46.48%-31.0pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,702 | $2,692+37.5% | $3,660+1.1% | $2,471+49.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,266 | $4,401-25.8% | $5,948-45.1% | $5,306-38.4% |