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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 | $74,999 | $69,977+7.2% | $108,582-30.9% | $62,881+19.3% |
| Participation rate | 94.4% | 72.9%+21.5pp | 79.6%+14.9pp | 69.3%+25.1pp |
| Annual return | 6.66% | 10.73%-4.1pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,806 | $2,135-15.4% | $3,758-52.0% | $2,281-20.8% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $714 | $5,076-85.9% | $7,645-90.7% | $4,296-83.4% |