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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 | $42,764 | $89,259-52.1% | $107,187-60.1% | $82,637-48.3% |
| Participation rate | 84.6% | 67.9%+16.7pp | 75.0%+9.6pp | 68.1%+16.6pp |
| Annual return | 24.57% | 21.02%+3.5pp | 204.55%-180.0pp | 53.51%-28.9pp |
| Employer contribution / active EE | $8,019 | $3,080+160.4% | $3,782+112.0% | $2,552+214.2% |
| Participant deferral / active EE | $493 | $4,037-87.8% | $5,096-90.3% | $4,126-88.1% |
| Admin fee / account holder | $3,702 | $7,381-49.9% | $9,162-59.6% | $7,339-49.6% |