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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 | $67,096 | $90,509-25.9% | $78,693-14.7% | $273,968-75.5% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | 6.56% | 75.61%-69.0pp | 62.18%-55.6pp | 41.45%-34.9pp |
| Employer contribution / active EE | $9,483 | $3,175+198.7% | $2,850+232.7% | $4,869+94.8% |
| Participant deferral / active EE | $22 | $3,901-99.4% | $3,517-99.4% | $5,287-99.6% |
| Admin fee / account holder | $1,053 | $5,264-80.0% | $4,511-76.7% | $10,132-89.6% |