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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 | $51,978 | $52,306-0.6% | $69,779-25.5% | $62,881-17.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 8.75% | 13.35%-4.6pp | 12.99%-4.2pp | 20.14%-11.4pp |
| Employer contribution / active EE | $1,846 | $1,799+2.6% | $2,338-21.0% | $2,281-19.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,671 | $3,691+53.7% | $4,381+29.5% | $4,296+32.0% |