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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 | $33,045 | $32,037+3.1% | $69,182-52.2% | $62,881-47.4% |
| Participation rate | 98.7% | 43.4%+55.3pp | 55.1%+43.6pp | 69.3%+29.4pp |
| Annual return | 11.71% | 15.16%-3.5pp | -21.93%+33.6pp | 20.14%-8.4pp |
| Employer contribution / active EE | $2,594 | $679+281.9% | $1,206+115.1% | $2,281+13.7% |
| Participant deferral / active EE | $0 | $1,185-100.0% | $1,897-100.0% | $3,203-100.0% |
| Admin fee / account holder | $835 | $2,608-68.0% | $2,697-69.0% | $4,296-80.6% |