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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 | $54,027 | $105,623-48.8% | $87,502-38.3% | $273,972-80.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 6.49% | 12.26%-5.8pp | 12.21%-5.7pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,510 | $3,141-51.9% | $2,550-40.8% | $4,869-69.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $461 | $4,781-90.4% | $4,221-89.1% | $10,133-95.4% |