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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 | $39,560 | $65,712-39.8% | $57,196-30.8% | $273,972-85.6% |
| Participation rate | 91.7% | 78.3%+13.3pp | 75.3%+16.3pp | 83.0%+8.7pp |
| Annual return | 4.04% | 22.01%-18.0pp | 14.59%-10.6pp | 41.46%-37.4pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $599 | $3,782-84.2% | $3,096-80.7% | $5,287-88.7% |
| Admin fee / account holder | $619 | $4,838-87.2% | $3,141-80.3% | $10,133-93.9% |