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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 | $81,504-25.4% | $102,437-40.7% | $80,959-24.9% |
| Participation rate | 98.1% | 66.9%+31.3pp | 74.5%+23.6pp | 67.7%+30.5pp |
| Annual return | 11.34% | 25.60%-14.3pp | 24.95%-13.6pp | 35.67%-24.3pp |
| Employer contribution / active EE | $9,761 | $3,104+214.5% | $3,871+152.2% | $2,757+254.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $6,103 | $6,719-9.2% | $8,388-27.2% | $6,925-11.9% |