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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 | $37,761 | $81,208-53.5% | $98,920-61.8% | $79,856-52.7% |
| Participation rate | 81.3% | 72.5%+8.7pp | 76.0%+5.2pp | 69.6%+11.6pp |
| Annual return | 12.67% | 60.99%-48.3pp | 196.47%-183.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,308 | $1,960-33.2% | $2,689-51.4% | $2,471-47.1% |
| Participant deferral / active EE | $812 | $3,265-75.1% | $4,245-80.9% | $3,741-78.3% |
| Admin fee / account holder | $3,060 | $6,013-49.1% | $6,643-53.9% | $5,306-42.3% |