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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 | $38,328 | $87,834-56.4% | $133,975-71.4% | $62,881-39.0% |
| Participation rate | 81.9% | 83.4%-1.4pp | 87.1%-5.1pp | 69.3%+12.6pp |
| Annual return | 10.56% | 12.05%-1.5pp | 29.29%-18.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $5,515 | $3,482+58.4% | $5,211+5.8% | $2,281+141.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $756 | $5,372-85.9% | $9,324-91.9% | $4,296-82.4% |