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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 | $51,212 | $65,712-22.1% | $57,196-10.5% | $273,972-81.3% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 5.11% | 22.01%-16.9pp | 14.59%-9.5pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,760 | $3,280-15.8% | $2,683+2.9% | $4,869-43.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,852 | $4,838-20.4% | $3,141+22.6% | $10,133-62.0% |