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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 | $29,072 | $107,666-73.0% | $102,184-71.5% | $154,746-81.2% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.7%+12.6pp |
| Annual return | 14.17% | 29.33%-15.2pp | 31.58%-17.4pp | 172.34%-158.2pp |
| Employer contribution / active EE | $2,636 | $3,846-31.5% | $3,594-26.6% | $4,379-39.8% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,484 | $12,943-73.1% | $11,609-70.0% | $14,365-75.7% |