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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 | $14,689 | $65,712-77.6% | $57,196-74.3% | $273,972-94.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.15% | 22.01%-14.9pp | 14.59%-7.4pp | 41.46%-34.3pp |
| Employer contribution / active EE | $4,488 | $3,280+36.8% | $2,683+67.3% | $4,869-7.8% |
| Participant deferral / active EE | $199 | $3,782-94.7% | $3,096-93.6% | $5,287-96.2% |
| Admin fee / account holder | $2,365 | $4,838-51.1% | $3,141-24.7% | $10,133-76.7% |