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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 | $49,038 | $153,769-68.1% | $133,975-63.4% | $273,972-82.1% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.95% | 36.51%-29.6pp | 29.29%-22.3pp | 41.46%-34.5pp |
| Employer contribution / active EE | $3,500 | $6,029-41.9% | $5,211-32.8% | $4,869-28.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,938 | $11,765-41.0% | $9,324-25.6% | $10,133-31.5% |