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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 | $46,717 | $140,592-66.8% | $123,105-62.1% | $125,389-62.7% |
| Participation rate | 80.0% | 88.2%-8.2pp | 86.8%-6.8pp | 83.2%-3.2pp |
| Annual return | 1.01% | 16.80%-15.8pp | 13.22%-12.2pp | 282.24%-281.2pp |
| Employer contribution / active EE | $3,277 | $6,041-45.8% | $5,151-36.4% | $4,866-32.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $19,171 | $11,198+71.2% | $9,014+112.7% | $9,541+100.9% |