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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 | $61,076 | $87,546-30.2% | $75,784-19.4% | $125,389-51.3% |
| Participation rate | 87.0% | 80.2%+6.8pp | 75.8%+11.1pp | 83.2%+3.8pp |
| Annual return | -0.30% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $9,047 | $3,930+130.2% | $3,323+172.2% | $4,866+85.9% |
| Participant deferral / active EE | $960 | $4,230-77.3% | $3,652-73.7% | $5,352-82.1% |
| Admin fee / account holder | $2,172 | $6,503-66.6% | $5,300-59.0% | $9,541-77.2% |