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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 | $60,778 | $81,446-25.4% | $103,374-41.2% | $80,874-24.8% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | 11.34% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $9,761 | $3,107+214.2% | $3,869+152.3% | $2,756+254.2% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $6,103 | $6,715-9.1% | $8,394-27.3% | $6,935-12.0% |