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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 | $24,611 | $81,504-69.8% | $102,437-76.0% | $80,959-69.6% |
| Participation rate | 79.5% | 66.9%+12.7pp | 74.5%+5.0pp | 67.7%+11.9pp |
| Annual return | 14.66% | 25.60%-10.9pp | 24.95%-10.3pp | 35.67%-21.0pp |
| Employer contribution / active EE | $13,368 | $3,104+330.7% | $3,871+245.4% | $2,757+384.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,585 | $6,719-46.7% | $8,388-57.3% | $6,925-48.2% |