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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 | $57,176 | $45,082+26.8% | $69,464-17.7% | $72,975-21.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.80% | 22.66%-5.9pp | 28.98%-12.2pp | 81.01%-64.2pp |
| Employer contribution / active EE | $1,321 | $2,055-35.7% | $2,779-52.5% | $2,440-45.9% |
| Participant deferral / active EE | $661 | $2,604-74.6% | $3,536-81.3% | $3,608-81.7% |
| Admin fee / account holder | $811 | $3,057-73.5% | $3,840-78.9% | $5,124-84.2% |