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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 | $22,553 | $57,352-60.7% | $83,831-73.1% | $64,173-64.9% |
| Participation rate | 82.6% | 68.6%+14.0pp | 76.1%+6.5pp | 69.6%+13.0pp |
| Annual return | 2.48% | 11.38%-8.9pp | 850.99%-848.5pp | 7.63%-5.2pp |
| Employer contribution / active EE | $4,187 | $2,546+64.5% | $3,631+15.3% | $2,381+75.9% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $4,674 | $4,046+15.5% | $5,479-14.7% | $4,887-4.4% |