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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 | $52,889 | $39,132+35.2% | $57,196-7.5% | $62,881-15.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.53% | 9.24%-3.7pp | 14.59%-9.1pp | 20.14%-14.6pp |
| Employer contribution / active EE | $2,558 | $1,874+36.5% | $2,683-4.7% | $2,281+12.1% |
| Participant deferral / active EE | $3 | $2,374-99.9% | $3,096-99.9% | $3,203-99.9% |
| Admin fee / account holder | $12,596 | $2,594+385.6% | $3,141+301.1% | $4,296+193.2% |