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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 | $42,459 | $91,198-53.4% | $178,503-76.2% | $79,856-46.8% |
| Participation rate | 87.9% | 69.2%+18.7pp | 81.9%+6.0pp | 69.6%+18.3pp |
| Annual return | 13.71% | 24.20%-10.5pp | 151.12%-137.4pp | 31.71%-18.0pp |
| Employer contribution / active EE | $3,888 | $3,257+19.4% | $5,011-22.4% | $2,471+57.3% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $2,752 | $6,748-59.2% | $13,987-80.3% | $5,306-48.1% |