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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 | $33,703 | $43,423-22.4% | $78,676-57.2% | $55,167-38.9% |
| Participation rate | 84.5% | 68.0%+16.5pp | 73.6%+11.0pp | 69.0%+15.6pp |
| Annual return | 5.85% | 11.53%-5.7pp | 62.19%-56.3pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,484 | $1,997-25.7% | $2,850-47.9% | $1,963-24.4% |
| Participant deferral / active EE | $738 | $2,509-70.6% | $3,517-79.0% | $3,054-75.8% |
| Admin fee / account holder | $1,796 | $416+331.5% | $4,510-60.2% | $504+256.4% |