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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 | $38,724 | $89,370-56.7% | $141,197-72.6% | $72,976-46.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 22.52% | 111.88%-89.4pp | 71.41%-48.9pp | 81.02%-58.5pp |
| Employer contribution / active EE | $1,554 | $3,115-50.1% | $4,736-67.2% | $2,440-36.3% |
| Participant deferral / active EE | $1,748 | $5,419-67.7% | $6,710-74.0% | $3,608-51.6% |
| Admin fee / account holder | $4,451 | $5,957-25.3% | $10,265-56.6% | $5,124-13.1% |