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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 | $35,415 | $93,346-62.1% | $71,796-50.7% | $273,972-87.1% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | 5.45% | 130.39%-124.9pp | 78.04%-72.6pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,035 | $2,733-62.1% | $1,924-46.2% | $4,869-78.7% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $406 | $6,571-93.8% | $4,815-91.6% | $10,133-96.0% |