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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 | $49,062 | $48,078+2.0% | $78,676-37.6% | $62,881-22.0% |
| Participation rate | 81.2% | 65.2%+16.0pp | 73.6%+7.6pp | 69.3%+11.9pp |
| Annual return | 6.50% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $4,204 | $2,015+108.7% | $2,850+47.5% | $2,281+84.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,504 | $3,206-21.9% | $4,510-44.5% | $4,296-41.7% |