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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 | $52,261 | $99,345-47.4% | $84,753-38.3% | $273,972-80.9% |
| Participation rate | 92.9% | 80.7%+12.2pp | 76.6%+16.3pp | 83.0%+9.8pp |
| Annual return | 9.70% | 22.93%-13.2pp | 22.78%-13.1pp | 41.46%-31.8pp |
| Employer contribution / active EE | $4,571 | $4,214+8.5% | $3,574+27.9% | $4,869-6.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $423 | $6,645-93.6% | $5,333-92.1% | $10,133-95.8% |