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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 | $45,343-38.9% | $150,298-81.6% | $67,986-59.3% |
| Participation rate | 71.3% | 51.9%+19.4pp | 77.8%-6.5pp | 57.2%+14.1pp |
| Annual return | 13.52% | 33.28%-19.8pp | 62.79%-49.3pp | 31.67%-18.1pp |
| Employer contribution / active EE | $1,052 | $1,462-28.0% | $4,154-74.7% | $2,019-47.9% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $3,148 | $2,250+39.9% | $14,116-77.7% | $3,203-1.7% |