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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 | $61,077 | $69,977-12.7% | $108,582-43.8% | $62,881-2.9% |
| Participation rate | 89.3% | 72.9%+16.4pp | 79.6%+9.7pp | 69.3%+20.0pp |
| Annual return | 7.63% | 10.73%-3.1pp | -51.70%+59.3pp | 20.14%-12.5pp |
| Employer contribution / active EE | $3,235 | $2,135+51.5% | $3,758-13.9% | $2,281+41.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,008 | $5,076+116.8% | $7,645+44.0% | $4,296+156.3% |