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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 | $38,353 | $96,731-60.4% | $123,973-69.1% | $86,983-55.9% |
| Participation rate | 75.0% | 70.0%+5.0pp | 76.7%-1.7pp | 69.5%+5.5pp |
| Annual return | 14.94% | 17.33%-2.4pp | 388.13%-373.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $8,361 | $3,297+153.6% | $4,126+102.7% | $2,584+223.5% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $2,183 | $8,722-75.0% | $11,799-81.5% | $7,856-72.2% |