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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 | $38,232 | $57,352-33.3% | $83,831-54.4% | $64,173-40.4% |
| Participation rate | 94.1% | 68.6%+25.5pp | 76.1%+18.0pp | 69.6%+24.5pp |
| Annual return | 5.15% | 11.38%-6.2pp | 850.99%-845.8pp | 7.63%-2.5pp |
| Employer contribution / active EE | $1,464 | $2,546-42.5% | $3,631-59.7% | $2,381-38.5% |
| Participant deferral / active EE | $972 | $2,993-67.5% | $4,082-76.2% | $3,470-72.0% |
| Admin fee / account holder | $910 | $4,046-77.5% | $5,479-83.4% | $4,887-81.4% |