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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 | $35,129 | $41,377-15.1% | $109,313-67.9% | $62,881-44.1% |
| Participation rate | 93.7% | 57.5%+36.1pp | 71.3%+22.4pp | 69.3%+24.4pp |
| Annual return | 7.13% | 11.05%-3.9pp | 22.07%-14.9pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,532 | $1,276+98.4% | $3,892-35.0% | $2,281+11.0% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $523 | $2,884-81.9% | $5,666-90.8% | $4,296-87.8% |