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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 | $42,227 | $60,349-30.0% | $74,184-43.1% | $62,881-32.8% |
| Participation rate | 95.2% | 72.7%+22.5pp | 76.6%+18.6pp | 69.3%+25.9pp |
| Annual return | 9.67% | 21.38%-11.7pp | 17.74%-8.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $3,946 | $1,680+134.8% | $2,370+66.5% | $2,281+73.0% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,008 | $4,261-52.9% | $5,586-64.1% | $4,296-53.3% |