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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 | $31,749 | $124,330-74.5% | $109,173-70.9% | $167,536-81.0% |
| Participation rate | 94.1% | 79.5%+14.7pp | 75.9%+18.2pp | 82.1%+12.0pp |
| Annual return | 10.38% | 26.04%-15.7pp | 25.75%-15.4pp | 478.82%-468.4pp |
| Employer contribution / active EE | $1,544 | $4,209-63.3% | $3,723-58.5% | $4,839-68.1% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,331 | $7,974-83.3% | $6,755-80.3% | $12,315-89.2% |