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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 | $55,119 | $81,504-32.4% | $102,437-46.2% | $80,959-31.9% |
| Participation rate | 96.2% | 66.9%+29.3pp | 74.5%+21.6pp | 67.7%+28.5pp |
| Annual return | 12.36% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $4,693 | $3,104+51.2% | $3,871+21.2% | $2,757+70.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,760 | $6,719-73.8% | $8,388-79.0% | $6,925-74.6% |