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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 | $18,216 | $64,920-71.9% | $103,693-82.4% | $86,983-79.1% |
| Participation rate | 93.9% | 63.6%+30.3pp | 72.6%+21.2pp | 69.5%+24.3pp |
| Annual return | 11.76% | 30.29%-18.5pp | 47.61%-35.9pp | 25.83%-14.1pp |
| Employer contribution / active EE | $1,743 | $2,141-18.6% | $2,920-40.3% | $2,584-32.6% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,141 | $6,191-81.6% | $7,858-85.5% | $7,856-85.5% |