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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 | $56,662 | $96,558-41.3% | $80,977-30.0% | $273,972-79.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.38% | 15.14%-8.8pp | 17.11%-10.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $5,368 | $4,869+10.2% | $3,715+44.5% | $4,869+10.2% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $519 | $7,493-93.1% | $5,517-90.6% | $10,133-94.9% |