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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 | $36,969 | $45,087-18.0% | $69,483-46.8% | $72,976-49.3% |
| Participation rate | 96.8% | 68.5%+28.3pp | 74.6%+22.2pp | 69.5%+27.3pp |
| Annual return | 5.81% | 22.67%-16.9pp | 28.99%-23.2pp | 81.02%-75.2pp |
| Employer contribution / active EE | $6,680 | $2,055+225.0% | $2,780+140.3% | $2,440+173.8% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,204 | $3,057-27.9% | $3,841-42.6% | $5,124-57.0% |