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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 | $39,380 | $76,407-48.5% | $150,298-73.8% | $82,448-52.2% |
| Participation rate | 93.8% | 66.4%+27.4pp | 77.8%+16.0pp | 68.1%+25.7pp |
| Annual return | 14.89% | 39.99%-25.1pp | 62.79%-47.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $7,140 | $2,614+173.1% | $4,154+71.9% | $2,551+179.9% |
| Participant deferral / active EE | $0 | $3,214-100.0% | $5,453-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,554 | $6,352-44.0% | $14,116-74.8% | $7,234-50.9% |