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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 | $38,297 | $67,411-43.2% | $91,004-57.9% | $70,126-45.4% |
| Participation rate | 96.6% | 71.4%+25.2pp | 75.6%+20.9pp | 69.5%+27.0pp |
| Annual return | 14.76% | -40.16%+54.9pp | 4.60%+10.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,267 | $1,786-29.1% | $2,456-48.4% | $2,343-45.9% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,156 | $4,236-72.7% | $5,417-78.7% | $4,645-75.1% |