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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 | $47,351 | $77,814-39.1% | $158,223-70.1% | $86,983-45.6% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.97% | 30.54%-15.6pp | 52.09%-37.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,482 | $2,592-42.8% | $4,109-63.9% | $2,584-42.7% |
| Participant deferral / active EE | $328 | $3,270-90.0% | $5,467-94.0% | $4,194-92.2% |
| Admin fee / account holder | $2,330 | $5,879-60.4% | $16,047-85.5% | $7,856-70.3% |