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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 | $53,850 | $81,233-33.7% | $155,567-65.4% | $80,874-33.4% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 23.20% | 33.33%-10.1pp | 64.74%-41.5pp | 35.62%-12.4pp |
| Employer contribution / active EE | $5,740 | $3,101+85.1% | $4,674+22.8% | $2,756+108.3% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,628-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,590 | $7,998-42.6% | $15,916-71.2% | $6,935-33.8% |