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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 | $37,191 | $113,941-67.4% | $94,229-60.5% | $125,389-70.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 1.48% | 5.29%-3.8pp | 10.68%-9.2pp | 282.24%-280.8pp |
| Employer contribution / active EE | $2,207 | $4,727-53.3% | $3,587-38.5% | $4,866-54.7% |
| Participant deferral / active EE | $493 | $5,179-90.5% | $4,320-88.6% | $5,352-90.8% |
| Admin fee / account holder | $2,999 | $8,392-64.3% | $6,269-52.2% | $9,541-68.6% |