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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 | $37,734 | $105,284-64.2% | $150,734-75.0% | $94,015-59.9% |
| Participation rate | 79.5% | 71.7%+7.8pp | 78.4%+1.0pp | 70.8%+8.7pp |
| Annual return | 14.51% | 15.67%-1.2pp | 600.81%-586.3pp | 17.84%-3.3pp |
| Employer contribution / active EE | $2,612 | $3,599-27.4% | $4,918-46.9% | $2,790-6.4% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,905 | $9,839-80.6% | $14,905-87.2% | $8,951-78.7% |