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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 | $11,492 | $46,534-75.3% | $64,097-82.1% | $75,177-84.7% |
| Participation rate | 93.3% | 65.9%+27.4pp | 72.3%+21.0pp | 67.2%+26.1pp |
| Annual return | 15.21% | 26.07%-10.9pp | 33.75%-18.5pp | 160.75%-145.5pp |
| Employer contribution / active EE | $3,663 | $1,976+85.4% | $2,750+33.2% | $2,671+37.1% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $3,881-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,850 | $2,957-3.6% | $3,070-7.1% | $5,651-49.6% |