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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 | $50,679 | $48,364+4.8% | $71,796-29.4% | $62,881-19.4% |
| Participation rate | 87.8% | 60.6%+27.1pp | 69.1%+18.6pp | 69.3%+18.5pp |
| Annual return | 5.27% | 13.16%-7.9pp | 78.04%-72.8pp | 20.14%-14.9pp |
| Employer contribution / active EE | $2,041 | $1,042+95.9% | $1,924+6.0% | $2,281-10.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,684 | $3,771-2.3% | $4,815-23.5% | $4,296-14.2% |