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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 | $31,716 | $69,977-54.7% | $108,582-70.8% | $62,881-49.6% |
| Participation rate | 90.5% | 72.9%+17.6pp | 79.6%+10.9pp | 69.3%+21.2pp |
| Annual return | 8.20% | 10.73%-2.5pp | -51.70%+59.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,786 | $2,135-16.4% | $3,758-52.5% | $2,281-21.7% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,133 | $5,076-38.3% | $7,645-59.0% | $4,296-27.1% |