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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 | $86,940-63.8% | $102,434-69.3% | $80,935-61.2% |
| Participation rate | 98.6% | 72.4%+26.2pp | 76.5%+22.1pp | 67.7%+30.9pp |
| Annual return | 12.07% | 18.89%-6.8pp | 29.46%-17.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $2,083 | $2,370-12.1% | $3,023-31.1% | $2,757-24.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $9,114 | $8,047+13.3% | $9,462-3.7% | $6,924+31.6% |