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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 | $38,639 | $95,453-59.5% | $112,040-65.5% | $82,448-53.1% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.5%+1.1pp | 68.1%+9.5pp |
| Annual return | 12.52% | 23.92%-11.4pp | 24.52%-12.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $655 | $4,224-84.5% | $5,098-87.2% | $4,139-84.2% |
| Admin fee / account holder | $5,834 | $9,013-35.3% | $12,098-51.8% | $7,234-19.4% |