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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 | $48,318 | $209,336-76.9% | $197,124-75.5% | $137,256-64.8% |
| Participation rate | 92.9% | 87.3%+5.6pp | 86.7%+6.1pp | 80.0%+12.9pp |
| Annual return | 12.37% | 48.09%-35.7pp | 44.34%-32.0pp | 220.34%-208.0pp |
| Employer contribution / active EE | $2,036 | $6,591-69.1% | $6,227-67.3% | $4,156-51.0% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $639 | $17,308-96.3% | $16,298-96.1% | $12,270-94.8% |