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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 | $77,814-57.8% | $158,223-79.3% | $86,983-62.3% |
| Participation rate | 92.3% | 68.4%+23.9pp | 79.2%+13.1pp | 69.5%+22.8pp |
| Annual return | 13.01% | 30.54%-17.5pp | 52.09%-39.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $3,728 | $2,592+43.8% | $4,109-9.3% | $2,584+44.3% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $352 | $5,879-94.0% | $16,047-97.8% | $7,856-95.5% |