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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 | $29,767 | $111,301-73.3% | $112,977-73.7% | $158,982-81.3% |
| Participation rate | 84.2% | 83.5%+0.7pp | 82.6%+1.6pp | 82.0%+2.2pp |
| Annual return | 15.98% | 26.40%-10.4pp | 24.24%-8.3pp | 302.99%-287.0pp |
| Employer contribution / active EE | $2,240 | $4,471-49.9% | $4,255-47.4% | $4,763-53.0% |
| Participant deferral / active EE | $1,359 | $5,880-76.9% | $5,836-76.7% | $5,983-77.3% |
| Admin fee / account holder | $1,136 | $8,392-86.5% | $6,294-81.9% | $11,252-89.9% |