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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 | $54,363 | $90,504-39.9% | $78,690-30.9% | $273,965-80.2% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 16.97% | 75.61%-58.6pp | 62.18%-45.2pp | 41.45%-24.5pp |
| Employer contribution / active EE | $2,500 | $3,176-21.3% | $2,851-12.3% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $601 | $5,263-88.6% | $4,511-86.7% | $10,132-94.1% |