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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 | $49,364 | $60,349-18.2% | $74,184-33.5% | $62,881-21.5% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 6.97% | 21.38%-14.4pp | 17.74%-10.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $7,472 | $1,680+344.7% | $2,370+215.3% | $2,281+227.6% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $16,909 | $4,261+296.9% | $5,586+202.7% | $4,296+293.6% |