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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 | $45,601 | $110,083-58.6% | $151,639-69.9% | $68,486-33.4% |
| Participation rate | 98.7% | 84.0%+14.7pp | 87.5%+11.2pp | 67.9%+30.8pp |
| Annual return | 6.96% | -10.12%+17.1pp | 3.34%+3.6pp | -7.85%+14.8pp |
| Employer contribution / active EE | $2,906 | $4,470-35.0% | $6,165-52.9% | $2,597+11.9% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,803 | $7,718-76.6% | $11,613-84.5% | $5,404-66.6% |