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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 | $32,438 | $106,280-69.5% | $96,538-66.4% | $139,487-76.7% |
| Participation rate | 88.9% | 77.8%+11.0pp | 74.3%+14.5pp | 80.3%+8.6pp |
| Annual return | 17.16% | 38.48%-21.3pp | 35.74%-18.6pp | 373.84%-356.7pp |
| Employer contribution / active EE | $1,373 | $4,107-66.6% | $3,740-63.3% | $4,755-71.1% |
| Participant deferral / active EE | $691 | $5,457-87.3% | $4,880-85.8% | $6,713-89.7% |
| Admin fee / account holder | $549 | $7,888-93.0% | $6,737-91.9% | $11,407-95.2% |