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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 | $22,797 | $43,338-47.4% | $59,887-61.9% | $64,173-64.5% |
| Participation rate | 98.2% | 69.2%+29.1pp | 74.7%+23.5pp | 69.6%+28.7pp |
| Annual return | 4.56% | -1.55%+6.1pp | 3.46%+1.1pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,143 | $2,030-43.7% | $2,722-58.0% | $2,381-52.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,630 | $3,007-12.5% | $3,591-26.8% | $4,887-46.2% |