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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 | $35,681 | $41,377-13.8% | $109,313-67.4% | $62,881-43.3% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 5.09% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,160 | $1,276-9.1% | $3,892-70.2% | $2,281-49.2% |
| Participant deferral / active EE | $190 | $2,045-90.7% | $3,166-94.0% | $3,203-94.1% |
| Admin fee / account holder | $2,175 | $2,884-24.6% | $5,666-61.6% | $4,296-49.4% |