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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 | $75,541-37.3% | $152,093-68.9% | $82,637-42.7% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.97% | 32.56%-17.6pp | 66.36%-51.4pp | 53.51%-38.5pp |
| Employer contribution / active EE | $1,482 | $2,622-43.5% | $4,175-64.5% | $2,552-41.9% |
| Participant deferral / active EE | $328 | $3,206-89.8% | $5,451-94.0% | $4,126-92.0% |
| Admin fee / account holder | $2,330 | $6,405-63.6% | $14,497-83.9% | $7,339-68.3% |