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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 | $44,051 | $76,371-42.3% | $93,621-52.9% | $72,976-39.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 20.92% | 25.82%-4.9pp | 32.76%-11.8pp | 81.02%-60.1pp |
| Employer contribution / active EE | $2,331 | $2,276+2.4% | $2,719-14.3% | $2,440-4.5% |
| Participant deferral / active EE | $1,100 | $3,538-68.9% | $4,070-73.0% | $3,608-69.5% |
| Admin fee / account holder | $2,628 | $6,839-61.6% | $7,890-66.7% | $5,124-48.7% |