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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 | $45,664 | $60,349-24.3% | $74,184-38.4% | $62,881-27.4% |
| Participation rate | 88.0% | 72.7%+15.3pp | 76.6%+11.4pp | 69.3%+18.7pp |
| Annual return | 11.63% | 21.38%-9.7pp | 17.74%-6.1pp | 20.14%-8.5pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $756 | $2,856-73.5% | $3,550-78.7% | $3,203-76.4% |
| Admin fee / account holder | $5,856 | $4,261+37.4% | $5,586+4.8% | $4,296+36.3% |