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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 | $40,873 | $53,128-23.1% | $86,582-52.8% | $70,126-41.7% |
| Participation rate | 91.2% | 65.3%+25.9pp | 73.5%+17.6pp | 69.5%+21.6pp |
| Annual return | 17.38% | 27.66%-10.3pp | 965.08%-947.7pp | 73.15%-55.8pp |
| Employer contribution / active EE | $5,917 | $2,068+186.1% | $2,839+108.4% | $2,343+152.6% |
| Participant deferral / active EE | $587 | $2,695-78.2% | $3,609-83.7% | $3,332-82.4% |
| Admin fee / account holder | $1,006 | $3,584-71.9% | $4,904-79.5% | $4,645-78.3% |