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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 | $52,184 | $39,132+33.4% | $57,196-8.8% | $62,881-17.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 2.53% | 9.24%-6.7pp | 14.59%-12.1pp | 20.14%-17.6pp |
| Employer contribution / active EE | $26,780 | $1,874+1329.1% | $2,683+898.1% | $2,281+1074.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $50,082 | $2,594+1830.7% | $3,141+1494.7% | $4,296+1065.9% |