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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 | $28,214 | $151,427-81.4% | $112,860-75.0% | $154,746-81.8% |
| Participation rate | 71.4% | 69.1%+2.3pp | 66.3%+5.1pp | 80.7%-9.3pp |
| Annual return | 3.41% | 30.95%-27.5pp | 35.26%-31.8pp | 172.34%-168.9pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $435 | $4,285-89.9% | $3,493-87.6% | $6,730-93.5% |
| Admin fee / account holder | $4,291 | $7,369-41.8% | $6,841-37.3% | $14,365-70.1% |