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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 | $37,986 | $65,704-42.2% | $94,229-59.7% | $59,633-36.3% |
| Participation rate | 86.5% | 72.1%+14.4pp | 78.8%+7.7pp | 68.7%+17.8pp |
| Annual return | 6.86% | 5.22%+1.6pp | 10.68%-3.8pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $540 | $3,143-82.8% | $4,320-87.5% | $3,192-83.1% |
| Admin fee / account holder | $3,020 | $4,265-29.2% | $6,269-51.8% | $4,297-29.7% |