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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 | $19,729 | $49,249-59.9% | $70,476-72.0% | $79,852-75.3% |
| Participation rate | 93.3% | 69.2%+24.2pp | 75.1%+18.3pp | 69.6%+23.7pp |
| Annual return | 13.09% | 30.09%-17.0pp | 109.12%-96.0pp | 31.72%-18.6pp |
| Employer contribution / active EE | $3,137 | $2,100+49.4% | $2,738+14.6% | $2,471+26.9% |
| Participant deferral / active EE | $287 | $2,769-89.7% | $3,710-92.3% | $3,740-92.3% |
| Admin fee / account holder | $1,117 | $2,878-61.2% | $3,847-71.0% | $5,306-78.9% |