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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 | $34,877 | $79,557-56.2% | $118,746-70.6% | $70,126-50.3% |
| Participation rate | 96.7% | 71.4%+25.3pp | 78.3%+18.4pp | 69.5%+27.1pp |
| Annual return | 13.18% | 25.64%-12.5pp | 24.54%-11.4pp | 73.15%-60.0pp |
| Employer contribution / active EE | $1,178 | $2,861-58.8% | $4,193-71.9% | $2,343-49.7% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,098 | $5,374-61.0% | $10,720-80.4% | $4,645-54.8% |