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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 | $37,023 | $91,179-59.4% | $178,499-79.3% | $79,852-53.6% |
| Participation rate | 72.0% | 69.2%+2.7pp | 81.9%-10.0pp | 69.6%+2.3pp |
| Annual return | 14.21% | 24.19%-10.0pp | 151.10%-136.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $560 | $3,256-82.8% | $5,011-88.8% | $2,471-77.4% |
| Participant deferral / active EE | $887 | $3,236-72.6% | $5,202-83.0% | $3,740-76.3% |
| Admin fee / account holder | $1,159 | $6,749-82.8% | $13,986-91.7% | $5,306-78.2% |