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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 | $50,877 | $72,492-29.8% | $87,102-41.6% | $72,983-30.3% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 18.00% | 24.46%-6.5pp | 28.19%-10.2pp | 81.01%-63.0pp |
| Employer contribution / active EE | $4,843 | $1,894+155.7% | $2,521+92.1% | $2,440+98.5% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $11,437 | $5,055+126.3% | $7,491+52.7% | $5,124+123.2% |