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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 | $40,232 | $37,446+7.4% | $77,513-48.1% | $79,852-49.6% |
| Participation rate | 97.0% | 41.5%+55.4pp | 54.2%+42.8pp | 69.6%+27.3pp |
| Annual return | 25.26% | 39.76%-14.5pp | 54.81%-29.5pp | 31.72%-6.5pp |
| Employer contribution / active EE | $635 | $637-0.3% | $987-35.6% | $2,471-74.3% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,018 | $2,506+180.0% | $2,859+145.4% | $5,306+32.3% |