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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 | $27,694 | $41,016-32.5% | $152,093-81.8% | $64,097-56.8% |
| Participation rate | 71.3% | 51.3%+19.9pp | 77.8%-6.5pp | 55.2%+16.1pp |
| Annual return | 13.52% | 39.60%-26.1pp | 66.36%-52.8pp | 34.64%-21.1pp |
| Employer contribution / active EE | $1,052 | $1,342-21.6% | $4,175-74.8% | $1,891-44.4% |
| Participant deferral / active EE | $0 | $1,927-100.0% | $5,451-100.0% | $3,080-100.0% |
| Admin fee / account holder | $3,148 | $2,305+36.6% | $14,497-78.3% | $3,454-8.9% |