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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 | $16,779 | $99,345-83.1% | $84,753-80.2% | $273,972-93.9% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.6%+10.1pp | 83.0%+3.7pp |
| Annual return | 6.78% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,673 | $4,214-12.8% | $3,574+2.8% | $4,869-24.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $837 | $6,645-87.4% | $5,333-84.3% | $10,133-91.7% |