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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 | $62,529 | $43,344+44.3% | $59,899+4.4% | $64,173-2.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.82% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $11,905 | $2,030+486.5% | $2,723+337.2% | $2,381+400.0% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,584 | $3,008-47.3% | $3,592-55.9% | $4,887-67.6% |