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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 | $57,143 | $52,836+8.2% | $105,738-46.0% | $64,173-11.0% |
| Participation rate | 93.2% | 66.5%+26.6pp | 76.3%+16.8pp | 69.6%+23.6pp |
| Annual return | -2.23% | 14.30%-16.5pp | 6.27%-8.5pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,136 | $1,827-37.8% | $3,268-65.2% | $2,381-52.3% |
| Participant deferral / active EE | $0 | $2,545-100.0% | $4,080-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,696 | $3,959-31.9% | $6,913-61.0% | $4,887-44.8% |