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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 | $20,798 | $58,057-64.2% | $97,032-78.6% | $86,983-76.1% |
| Participation rate | 87.9% | 60.4%+27.5pp | 71.6%+16.3pp | 69.5%+18.3pp |
| Annual return | 14.41% | 22.26%-7.8pp | 35.38%-21.0pp | 25.83%-11.4pp |
| Employer contribution / active EE | $2,853 | $1,663+71.5% | $2,629+8.5% | $2,584+10.4% |
| Participant deferral / active EE | $0 | $3,244-100.0% | $4,672-100.0% | $4,194-100.0% |
| Admin fee / account holder | $402 | $4,839-91.7% | $9,418-95.7% | $7,856-94.9% |