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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 | $45,844 | $93,064-50.7% | $74,577-38.5% | $273,972-83.3% |
| Participation rate | 95.2% | 74.9%+20.3pp | 68.1%+27.1pp | 83.0%+12.2pp |
| Annual return | 6.51% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-34.9pp |
| Employer contribution / active EE | $3,708 | $3,160+17.3% | $2,525+46.8% | $4,869-23.8% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $648 | $5,273-87.7% | $4,138-84.4% | $10,133-93.6% |