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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 | $38,279 | $69,977-45.3% | $108,582-64.7% | $62,881-39.1% |
| Participation rate | 86.7% | 72.9%+13.8pp | 79.6%+7.1pp | 69.3%+17.4pp |
| Annual return | 6.16% | 10.73%-4.6pp | -51.70%+57.9pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,210 | $2,135+3.5% | $3,758-41.2% | $2,281-3.1% |
| Participant deferral / active EE | $1,373 | $3,165-56.6% | $4,311-68.1% | $3,203-57.1% |
| Admin fee / account holder | $961 | $5,076-81.1% | $7,645-87.4% | $4,296-77.6% |