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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 | $37,461 | $106,749-64.9% | $145,433-74.2% | $82,448-54.6% |
| Participation rate | 95.7% | 75.6%+20.1pp | 82.1%+13.6pp | 68.1%+27.7pp |
| Annual return | 66.81% | 27.59%+39.2pp | 66.58%+0.2pp | 41.64%+25.2pp |
| Employer contribution / active EE | $3,788 | $3,444+10.0% | $4,554-16.8% | $2,551+48.5% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $555 | $8,390-93.4% | $13,129-95.8% | $7,234-92.3% |