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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 | $57,103 | $69,977-18.4% | $108,582-47.4% | $62,881-9.2% |
| Participation rate | 97.6% | 72.9%+24.7pp | 79.6%+18.0pp | 69.3%+28.3pp |
| Annual return | 9.22% | 10.73%-1.5pp | -51.70%+60.9pp | 20.14%-10.9pp |
| Employer contribution / active EE | $4,762 | $2,135+123.0% | $3,758+26.7% | $2,281+108.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,721 | $5,076-7.0% | $7,645-38.2% | $4,296+9.9% |