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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 | $62,878 | $72,486-13.3% | $87,103-27.8% | $72,976-13.8% |
| Participation rate | 74.5% | 72.8%+1.7pp | 76.9%-2.4pp | 69.5%+5.0pp |
| Annual return | 23.89% | 24.46%-0.6pp | 28.19%-4.3pp | 81.02%-57.1pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,246 | $3,270-61.9% | $4,049-69.2% | $3,608-65.5% |
| Admin fee / account holder | $835 | $5,055-83.5% | $7,491-88.9% | $5,124-83.7% |