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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 | $32,021 | $85,766-62.7% | $136,298-76.5% | $70,126-54.3% |
| Participation rate | 72.4% | 74.2%-1.7pp | 81.9%-9.5pp | 69.5%+2.9pp |
| Annual return | 14.87% | 31.46%-16.6pp | 5156.27%-5141.4pp | 73.15%-58.3pp |
| Employer contribution / active EE | $2,584 | $2,966-12.9% | $4,696-45.0% | $2,343+10.3% |
| Participant deferral / active EE | $1,701 | $5,051-66.3% | $6,247-72.8% | $3,332-48.9% |
| Admin fee / account holder | $3,470 | $5,421-36.0% | $9,244-62.5% | $4,645-25.3% |