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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 | $28,273 | $73,978-61.8% | $96,515-70.7% | $75,173-62.4% |
| Participation rate | 73.1% | 66.4%+6.6pp | 74.3%-1.3pp | 67.2%+5.9pp |
| Annual return | 16.09% | 26.72%-10.6pp | 35.73%-19.6pp | 160.72%-144.6pp |
| Employer contribution / active EE | $2,307 | $2,931-21.3% | $3,740-38.3% | $2,671-13.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,188 | $5,219-77.2% | $6,735-82.4% | $5,651-79.0% |