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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 | $38,936 | $77,416-49.7% | $69,464-43.9% | $152,897-74.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 8.53% | 39.08%-30.6pp | 28.98%-20.5pp | 345.43%-336.9pp |
| Employer contribution / active EE | $3,420 | $3,315+3.2% | $2,779+23.0% | $4,764-28.2% |
| Participant deferral / active EE | $806 | $4,413-81.7% | $3,536-77.2% | $5,851-86.2% |
| Admin fee / account holder | $17,188 | $6,208+176.9% | $3,840+347.6% | $11,599+48.2% |