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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 | $81,262-45.3% | $155,602-71.4% | $80,911-45.0% |
| Participation rate | 94.7% | 66.2%+28.5pp | 78.2%+16.5pp | 67.6%+27.1pp |
| Annual return | 11.88% | 33.34%-21.5pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $5,728 | $3,102+84.7% | $4,675+22.5% | $2,756+107.9% |
| Participant deferral / active EE | $0 | $3,451-100.0% | $5,629-100.0% | $4,297-100.0% |
| Admin fee / account holder | $24,897 | $7,992+211.5% | $15,923+56.4% | $6,935+259.0% |