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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 | $21,200 | $53,128-60.1% | $86,582-75.5% | $70,126-69.8% |
| Participation rate | 91.9% | 65.3%+26.6pp | 73.5%+18.3pp | 69.5%+22.4pp |
| Annual return | 15.12% | 27.66%-12.5pp | 965.08%-950.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,990 | $2,068+44.6% | $2,839+5.3% | $2,343+27.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,651 | $3,584+57.7% | $4,904+15.2% | $4,645+21.6% |