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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 | $61,910 | $77,896-20.5% | $134,172-53.9% | $82,448-24.9% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 13.62% | 18.21%-4.6pp | 25.30%-11.7pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,325 | $2,159+7.7% | $3,420-32.0% | $2,551-8.8% |
| Participant deferral / active EE | $0 | $3,162-100.0% | $4,690-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,311 | $6,336-47.8% | $12,016-72.4% | $7,234-54.2% |