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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 | $60,614 | $110,083-44.9% | $151,645-60.0% | $68,490-11.5% |
| Participation rate | 97.1% | 84.0%+13.2pp | 87.5%+9.6pp | 67.9%+29.2pp |
| Annual return | 12.31% | -10.12%+22.4pp | 3.34%+9.0pp | -7.85%+20.2pp |
| Employer contribution / active EE | $3,583 | $4,470-19.8% | $6,165-41.9% | $2,597+38.0% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $12,751 | $7,718+65.2% | $11,614+9.8% | $5,403+136.0% |