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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 | $62,818 | $88,707-29.2% | $74,184-15.3% | $273,972-77.1% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 4.46% | 11.94%-7.5pp | 17.74%-13.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $4,440 | $3,159+40.5% | $2,370+87.3% | $4,869-8.8% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,433 | $8,717-60.6% | $5,586-38.5% | $10,133-66.1% |