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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 | $41,550 | $86,288-51.8% | $111,306-62.7% | $85,851-51.6% |
| Participation rate | 87.7% | 73.3%+14.3pp | 77.3%+10.3pp | 69.3%+18.3pp |
| Annual return | 13.89% | 19.99%-6.1pp | 54.67%-40.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,009 | $2,044-1.7% | $2,732-26.5% | $2,565-21.7% |
| Participant deferral / active EE | $1,426 | $3,641-60.8% | $4,488-68.2% | $3,952-63.9% |
| Admin fee / account holder | $2,511 | $8,189-69.3% | $7,966-68.5% | $6,261-59.9% |