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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 | $83,873 | $99,345-15.6% | $84,753-1.0% | $273,972-69.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.49% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $1,591 | $4,214-62.2% | $3,574-55.5% | $4,869-67.3% |
| Participant deferral / active EE | $391 | $4,270-90.8% | $3,712-89.5% | $5,287-92.6% |
| Admin fee / account holder | $1,114 | $6,645-83.2% | $5,333-79.1% | $10,133-89.0% |