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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 | $32,812 | $78,690-58.3% | $161,489-79.7% | $87,485-62.5% |
| Participation rate | 92.3% | 67.5%+24.8pp | 78.7%+13.6pp | 68.9%+23.4pp |
| Annual return | 13.01% | 32.74%-19.7pp | 89.72%-76.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $3,728 | $2,588+44.0% | $4,268-12.7% | $2,596+43.6% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $352 | $6,724-94.8% | $16,006-97.8% | $7,775-95.5% |