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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 | $33,490 | $215,361-84.4% | $171,082-80.4% | $273,972-87.8% |
| Participation rate | 92.9% | 82.0%+10.8pp | 76.7%+16.2pp | 83.0%+9.8pp |
| Annual return | 2.88% | 25.14%-22.3pp | 32.56%-29.7pp | 41.46%-38.6pp |
| Employer contribution / active EE | $3,552 | $4,967-28.5% | $4,002-11.2% | $4,869-27.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,350 | $10,846-87.6% | $8,520-84.2% | $10,133-86.7% |