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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 | $65,829 | $67,411-2.3% | $91,004-27.7% | $70,126-6.1% |
| Participation rate | 98.3% | 71.4%+27.0pp | 75.6%+22.7pp | 69.5%+28.8pp |
| Annual return | 27.66% | -40.16%+67.8pp | 4.60%+23.1pp | 73.15%-45.5pp |
| Employer contribution / active EE | $394 | $1,786-77.9% | $2,456-83.9% | $2,343-83.2% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,876 | $4,236-8.5% | $5,417-28.5% | $4,645-16.6% |