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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 | $52,364 | $88,707-41.0% | $74,184-29.4% | $273,972-80.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.49% | 11.94%-8.4pp | 17.74%-14.2pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,096 | $3,159-65.3% | $2,370-53.8% | $4,869-77.5% |
| Participant deferral / active EE | $867 | $4,212-79.4% | $3,550-75.6% | $5,287-83.6% |
| Admin fee / account holder | $18,133 | $8,717+108.0% | $5,586+224.6% | $10,133+79.0% |