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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 | $49,801 | $43,333+14.9% | $59,883-16.8% | $64,181-22.4% |
| Participation rate | 97.6% | 69.2%+28.5pp | 74.7%+22.9pp | 69.6%+28.0pp |
| Annual return | 8.74% | -1.55%+10.3pp | 3.46%+5.3pp | 7.63%+1.1pp |
| Employer contribution / active EE | $2,423 | $2,029+19.4% | $2,722-11.0% | $2,381+1.8% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $15,114 | $3,006+402.8% | $3,591+320.9% | $4,887+209.3% |