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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 | $51,582 | $43,344+19.0% | $59,899-13.9% | $64,173-19.6% |
| Participation rate | 89.2% | 69.2%+20.0pp | 74.7%+14.5pp | 69.6%+19.6pp |
| Annual return | 6.80% | -1.55%+8.4pp | 3.46%+3.3pp | 7.63%-0.8pp |
| Employer contribution / active EE | $4,674 | $2,030+130.3% | $2,723+71.7% | $2,381+96.3% |
| Participant deferral / active EE | $0 | $2,547-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $7,387 | $3,008+145.6% | $3,592+105.6% | $4,887+51.1% |