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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 | $25,075 | $64,729-61.3% | $112,263-77.7% | $68,490-63.4% |
| Participation rate | 94.6% | 67.2%+27.4pp | 75.1%+19.5pp | 67.9%+26.7pp |
| Annual return | 4.03% | -11.40%+15.4pp | 27.49%-23.5pp | -7.85%+11.9pp |
| Employer contribution / active EE | $14,967 | $2,746+445.1% | $3,636+311.6% | $2,597+476.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $4,587 | $5,222-12.2% | $6,410-28.4% | $5,403-15.1% |