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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 | $43,159 | $87,834-50.9% | $133,975-67.8% | $62,881-31.4% |
| Participation rate | 96.2% | 83.4%+12.9pp | 87.1%+9.2pp | 69.3%+26.9pp |
| Annual return | 9.63% | 12.05%-2.4pp | 29.29%-19.7pp | 20.14%-10.5pp |
| Employer contribution / active EE | $2,684 | $3,482-22.9% | $5,211-48.5% | $2,281+17.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $11,186 | $5,372+108.2% | $9,324+20.0% | $4,296+160.4% |