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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 | $37,297 | $87,106-57.2% | $105,607-64.7% | $80,935-53.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 14.72% | 17.01%-2.3pp | 116.11%-101.4pp | 35.66%-20.9pp |
| Employer contribution / active EE | $3,006 | $2,396+25.5% | $3,167-5.1% | $2,757+9.1% |
| Participant deferral / active EE | $1,362 | $3,986-65.8% | $5,011-72.8% | $4,299-68.3% |
| Admin fee / account holder | $2,143 | $8,447-74.6% | $10,958-80.4% | $6,924-69.1% |