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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 | $31,523 | $64,719-51.3% | $112,249-71.9% | $68,486-54.0% |
| Participation rate | 98.1% | 67.2%+31.0pp | 75.1%+23.1pp | 67.9%+30.2pp |
| Annual return | 22.92% | -11.40%+34.3pp | 27.48%-4.6pp | -7.85%+30.8pp |
| Employer contribution / active EE | $2,074 | $2,747-24.5% | $3,636-43.0% | $2,597-20.1% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,348 | $5,232-55.1% | $6,412-63.4% | $5,404-56.6% |