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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 | $54,765 | $132,310-58.6% | $105,754-48.2% | $273,972-80.0% |
| Participation rate | 90.5% | 83.2%+7.3pp | 78.9%+11.6pp | 83.0%+7.5pp |
| Annual return | 2.17% | 10.08%-7.9pp | 12.25%-10.1pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,190 | $4,867-75.5% | $4,079-70.8% | $4,869-75.5% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,887 | $12,036-42.8% | $8,309-17.1% | $10,133-32.0% |