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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 | $18,383 | $81,358-77.4% | $155,556-88.2% | $80,959-77.3% |
| Participation rate | 96.4% | 66.3%+30.2pp | 78.2%+18.2pp | 67.7%+28.8pp |
| Annual return | 49.34% | 33.39%+16.0pp | 64.84%-15.5pp | 35.67%+13.7pp |
| Employer contribution / active EE | $3,685 | $3,106+18.6% | $4,675-21.2% | $2,757+33.6% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $840 | $7,994-89.5% | $15,885-94.7% | $6,925-87.9% |