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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 | $67,706 | $86,701-21.9% | $73,309-7.6% | $125,388-46.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.64% | 2.78%-0.1pp | 5.67%-3.0pp | 282.24%-279.6pp |
| Employer contribution / active EE | $818 | $4,152-80.3% | $3,237-74.7% | $4,866-83.2% |
| Participant deferral / active EE | $1,323 | $5,549-76.2% | $4,991-73.5% | $5,352-75.3% |
| Admin fee / account holder | $649 | $7,768-91.6% | $5,635-88.5% | $9,541-93.2% |