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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 | $44,467 | $81,331-45.3% | $155,534-71.4% | $80,935-45.1% |
| Participation rate | 94.7% | 66.3%+28.5pp | 78.2%+16.5pp | 67.7%+27.1pp |
| Annual return | 11.88% | 33.37%-21.5pp | 64.92%-53.0pp | 35.66%-23.8pp |
| Employer contribution / active EE | $5,728 | $3,105+84.5% | $4,675+22.5% | $2,757+107.8% |
| Participant deferral / active EE | $0 | $3,454-100.0% | $5,630-100.0% | $4,299-100.0% |
| Admin fee / account holder | $24,897 | $7,999+211.2% | $15,900+56.6% | $6,924+259.6% |