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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 | $25,434 | $53,127-52.1% | $86,597-70.6% | $70,131-63.7% |
| Participation rate | 89.4% | 65.3%+24.1pp | 73.5%+15.8pp | 69.5%+19.8pp |
| Annual return | 14.54% | 27.66%-13.1pp | 964.96%-950.4pp | 73.14%-58.6pp |
| Employer contribution / active EE | $3,603 | $2,068+74.2% | $2,840+26.9% | $2,342+53.8% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,824 | $3,585-21.2% | $4,906-42.4% | $4,645-39.2% |