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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 | $64,764 | $77,574-16.5% | $108,753-40.4% | $86,983-25.5% |
| Participation rate | 96.6% | 62.3%+34.3pp | 71.1%+25.5pp | 69.5%+27.0pp |
| Annual return | 12.12% | 18.42%-6.3pp | 37.47%-25.3pp | 25.83%-13.7pp |
| Employer contribution / active EE | $7,586 | $1,611+371.0% | $2,427+212.6% | $2,584+193.5% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,115-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,921 | $6,529-70.6% | $10,320-81.4% | $7,856-75.5% |