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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 | $49,510 | $81,457-39.2% | $103,378-52.1% | $80,911-38.8% |
| Participation rate | 76.9% | 66.8%+10.1pp | 74.5%+2.4pp | 67.6%+9.3pp |
| Annual return | 11.39% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.2pp |
| Employer contribution / active EE | $25,283 | $3,107+713.6% | $3,870+553.2% | $2,756+817.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,873 | $6,717-72.1% | $8,401-77.7% | $6,935-73.0% |