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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 | $70,604 | $59,819+18.0% | $79,583-11.3% | $68,490+3.1% |
| Participation rate | 96.4% | 61.1%+35.4pp | 69.5%+26.9pp | 67.9%+28.5pp |
| Annual return | 12.19% | -12.30%+24.5pp | 0.16%+12.0pp | -7.85%+20.0pp |
| Employer contribution / active EE | $3,500 | $1,505+132.5% | $2,414+45.0% | $2,597+34.8% |
| Participant deferral / active EE | $0 | $3,025-100.0% | $3,986-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,133 | $4,835-14.5% | $6,835-39.5% | $5,403-23.5% |