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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 | $29,235 | $58,828-50.3% | $78,002-62.5% | $62,881-53.5% |
| Participation rate | 85.5% | 71.1%+14.4pp | 75.5%+10.0pp | 69.3%+16.2pp |
| Annual return | 5.28% | 17.16%-11.9pp | 425.99%-420.7pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,338 | $1,672-20.0% | $2,470-45.8% | $2,281-41.3% |
| Participant deferral / active EE | $1,067 | $2,686-60.3% | $3,497-69.5% | $3,203-66.7% |
| Admin fee / account holder | $15,269 | $4,393+247.6% | $5,481+178.6% | $4,296+255.4% |