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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 | $35,887 | $82,882-56.7% | $127,803-71.9% | $72,975-50.8% |
| Participation rate | 93.5% | 71.5%+22.0pp | 79.0%+14.5pp | 69.5%+24.1pp |
| Annual return | 22.53% | 32.20%-9.7pp | 26.14%-3.6pp | 81.01%-58.5pp |
| Employer contribution / active EE | $3,277 | $3,346-2.1% | $4,576-28.4% | $2,440+34.3% |
| Participant deferral / active EE | $0 | $4,791-100.0% | $6,023-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,256 | $6,487-49.8% | $9,399-65.4% | $5,124-36.5% |