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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 | $24,107 | $52,306-53.9% | $69,779-65.5% | $62,881-61.7% |
| Participation rate | 80.0% | 67.2%+12.8pp | 71.8%+8.2pp | 69.3%+10.7pp |
| Annual return | 7.45% | 13.35%-5.9pp | 12.99%-5.5pp | 20.14%-12.7pp |
| Employer contribution / active EE | $2,222 | $1,799+23.5% | $2,338-5.0% | $2,281-2.6% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,198 | $3,691-40.5% | $4,381-49.8% | $4,296-48.8% |