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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 | $21,419 | $84,236-74.6% | $170,435-87.4% | $70,126-69.5% |
| Participation rate | 95.9% | 70.8%+25.1pp | 83.6%+12.3pp | 69.5%+26.4pp |
| Annual return | 13.10% | 23.06%-10.0pp | 205.94%-192.8pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,531 | $3,387-54.8% | $5,432-71.8% | $2,343-34.7% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,287 | $5,698-59.9% | $13,881-83.5% | $4,645-50.8% |