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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 | $44,281 | $86,949-49.1% | $102,460-56.8% | $80,959-45.3% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.7%+12.3pp |
| Annual return | 11.45% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,538 | $4,121-62.7% | $5,056-69.6% | $4,300-64.2% |
| Admin fee / account holder | $6,345 | $8,048-21.2% | $9,460-32.9% | $6,925-8.4% |