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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 | $33,643 | $86,050-60.9% | $189,758-82.3% | $94,015-64.2% |
| Participation rate | 96.6% | 68.9%+27.7pp | 79.8%+16.8pp | 70.8%+25.8pp |
| Annual return | 11.72% | 17.77%-6.1pp | 52.62%-40.9pp | 17.84%-6.1pp |
| Employer contribution / active EE | $1,685 | $2,819-40.2% | $4,767-64.6% | $2,790-39.6% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $4,715 | $6,627-28.8% | $20,388-76.9% | $8,951-47.3% |