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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 | $37,447 | $77,638-51.8% | $156,551-76.1% | $62,881-40.4% |
| Participation rate | 92.3% | 71.2%+21.1pp | 84.0%+8.3pp | 69.3%+23.0pp |
| Annual return | 6.26% | 50.33%-44.1pp | 32.23%-26.0pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,891 | $3,444-45.1% | $5,501-65.6% | $2,281-17.1% |
| Participant deferral / active EE | $821 | $3,046-73.0% | $4,871-83.1% | $3,203-74.4% |
| Admin fee / account holder | $522 | $5,561-90.6% | $13,028-96.0% | $4,296-87.8% |