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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 | $34,009 | $78,705-56.8% | $117,860-71.1% | $70,124-51.5% |
| Participation rate | 90.9% | 73.2%+17.7pp | 79.7%+11.2pp | 69.5%+21.4pp |
| Annual return | 16.38% | 23.30%-6.9pp | 335.10%-318.7pp | 73.14%-56.8pp |
| Employer contribution / active EE | $1,061 | $2,223-52.3% | $3,786-72.0% | $2,342-54.7% |
| Participant deferral / active EE | $607 | $3,297-81.6% | $4,482-86.5% | $3,332-81.8% |
| Admin fee / account holder | $664 | $5,065-86.9% | $8,021-91.7% | $4,645-85.7% |