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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 | $51,029 | $118,496-56.9% | $98,461-48.2% | $139,466-63.4% |
| Participation rate | 81.8% | 77.5%+4.4pp | 75.2%+6.6pp | 80.3%+1.5pp |
| Annual return | 12.80% | 18.96%-6.2pp | 21.17%-8.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $5,701 | $3,611+57.9% | $3,049+87.0% | $4,754+19.9% |
| Participant deferral / active EE | $583 | $5,393-89.2% | $4,738-87.7% | $6,712-91.3% |
| Admin fee / account holder | $3,296 | $14,056-76.5% | $8,961-63.2% | $11,409-71.1% |