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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 | $59,038 | $105,864-44.2% | $90,162-34.5% | $147,585-60.0% |
| Participation rate | 95.8% | 79.7%+16.1pp | 76.9%+19.0pp | 82.8%+13.0pp |
| Annual return | 14.82% | 37.63%-22.8pp | 34.88%-20.1pp | 578.57%-563.7pp |
| Employer contribution / active EE | $2,799 | $4,126-32.2% | $3,318-15.6% | $4,876-42.6% |
| Participant deferral / active EE | $1,400 | $5,733-75.6% | $5,287-73.5% | $5,439-74.3% |
| Admin fee / account holder | $508 | $8,046-93.7% | $5,943-91.5% | $10,885-95.3% |