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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 | $39,008 | $52,306-25.4% | $69,779-44.1% | $62,881-38.0% |
| Participation rate | 88.1% | 67.2%+20.9pp | 71.8%+16.3pp | 69.3%+18.8pp |
| Annual return | 7.18% | 13.35%-6.2pp | 12.99%-5.8pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,381 | $1,799+32.3% | $2,338+1.8% | $2,281+4.4% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,396 | $3,691-62.2% | $4,381-68.1% | $4,296-67.5% |