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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 | $29,072 | $100,970-71.2% | $96,576-69.9% | $137,256-78.8% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 14.17% | 38.16%-24.0pp | 38.47%-24.3pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,636 | $3,809-30.8% | $3,553-25.8% | $4,156-36.6% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,484 | $11,312-69.2% | $11,381-69.4% | $12,270-71.6% |