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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 | $45,602 | $87,060-47.6% | $105,591-56.8% | $80,911-43.6% |
| Participation rate | 98.5% | 70.4%+28.0pp | 75.3%+23.2pp | 67.6%+30.8pp |
| Annual return | 13.91% | 17.05%-3.1pp | 116.43%-102.5pp | 35.63%-21.7pp |
| Employer contribution / active EE | $2,390 | $2,396-0.3% | $3,166-24.5% | $2,756-13.3% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,124 | $8,442-74.8% | $11,024-80.7% | $6,935-69.4% |