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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 | $29,055 | $84,236-65.5% | $170,435-83.0% | $70,126-58.6% |
| Participation rate | 83.9% | 70.8%+13.1pp | 83.6%+0.3pp | 69.5%+14.4pp |
| Annual return | 15.38% | 23.06%-7.7pp | 205.94%-190.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $2,600 | $3,387-23.3% | $5,432-52.1% | $2,343+11.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,167 | $5,698+43.3% | $13,881-41.2% | $4,645+75.8% |