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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 | $26,185 | $102,828-74.5% | $105,387-75.2% | $152,909-82.9% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.6%+5.7pp | 82.5%+5.8pp |
| Annual return | 19.02% | 20.85%-1.8pp | 26.82%-7.8pp | 345.46%-326.4pp |
| Employer contribution / active EE | $2,495 | $4,473-44.2% | $4,213-40.8% | $4,764-47.6% |
| Participant deferral / active EE | $1,795 | $5,465-67.2% | $5,502-67.4% | $5,851-69.3% |
| Admin fee / account holder | $4,583 | $8,683-47.2% | $6,559-30.1% | $11,601-60.5% |