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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 | $46,105 | $99,345-53.6% | $84,753-45.6% | $273,972-83.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 3.73% | 22.93%-19.2pp | 22.78%-19.1pp | 41.46%-37.7pp |
| Employer contribution / active EE | $6,626 | $4,214+57.2% | $3,574+85.4% | $4,869+36.1% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,362 | $6,645-64.5% | $5,333-55.7% | $10,133-76.7% |