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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 | $33,356 | $95,406-65.0% | $185,849-82.1% | $85,847-61.1% |
| Participation rate | 76.9% | 68.8%+8.2pp | 81.7%-4.8pp | 69.3%+7.6pp |
| Annual return | 21.30% | 23.59%-2.3pp | 122.10%-100.8pp | 318.61%-297.3pp |
| Employer contribution / active EE | $2,322 | $3,314-29.9% | $5,169-55.1% | $2,565-9.5% |
| Participant deferral / active EE | $938 | $3,424-72.6% | $5,569-83.2% | $3,952-76.3% |
| Admin fee / account holder | $1,788 | $7,214-75.2% | $16,244-89.0% | $6,261-71.4% |