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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 | $24,065 | $81,331-70.4% | $155,534-84.5% | $80,935-70.3% |
| Participation rate | 96.3% | 66.3%+30.0pp | 78.2%+18.1pp | 67.7%+28.6pp |
| Annual return | 17.19% | 33.37%-16.2pp | 64.92%-47.7pp | 35.66%-18.5pp |
| Employer contribution / active EE | $2,222 | $3,105-28.4% | $4,675-52.5% | $2,757-19.4% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,955 | $7,999-75.6% | $15,900-87.7% | $6,924-71.8% |