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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 | $35,905 | $43,333-17.1% | $59,883-40.0% | $64,181-44.1% |
| Participation rate | 97.6% | 69.2%+28.5pp | 74.7%+22.9pp | 69.6%+28.0pp |
| Annual return | 12.18% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.5pp |
| Employer contribution / active EE | $4,764 | $2,029+134.8% | $2,722+75.0% | $2,381+100.1% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,679 | $3,006-44.1% | $3,591-53.2% | $4,887-65.6% |