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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 | $32,617 | $54,757-40.4% | $90,300-63.9% | $72,983-55.3% |
| Participation rate | 96.0% | 65.1%+30.9pp | 73.3%+22.7pp | 69.5%+26.5pp |
| Annual return | 25.06% | 30.63%-5.6pp | 78.11%-53.0pp | 81.01%-55.9pp |
| Employer contribution / active EE | $3,889 | $2,092+85.8% | $2,854+36.3% | $2,440+59.4% |
| Participant deferral / active EE | $0 | $2,887-100.0% | $3,884-100.0% | $3,608-100.0% |
| Admin fee / account holder | $494 | $3,972-87.6% | $5,353-90.8% | $5,124-90.4% |