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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 | $38,301 | $43,338-11.6% | $59,887-36.0% | $64,173-40.3% |
| Participation rate | 95.7% | 69.2%+26.6pp | 74.7%+21.0pp | 69.6%+26.2pp |
| Annual return | 12.57% | -1.55%+14.1pp | 3.46%+9.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $3,284 | $2,030+61.8% | $2,722+20.6% | $2,381+37.9% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $605 | $3,007-79.9% | $3,591-83.2% | $4,887-87.6% |