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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 | $31,442 | $86,919-63.8% | $102,457-69.3% | $80,911-61.1% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.6%+31.0pp |
| Annual return | 12.07% | 18.90%-6.8pp | 29.41%-17.3pp | 35.63%-23.6pp |
| Employer contribution / active EE | $2,083 | $2,368-12.0% | $3,022-31.1% | $2,756-24.4% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $9,114 | $8,049+13.2% | $9,451-3.6% | $6,935+31.4% |