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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 | $66,736 | $126,661-47.3% | $113,397-41.1% | $138,895-52.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 15.08% | 25.05%-10.0pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,578 | $3,456-54.3% | $2,977-47.0% | $4,194-62.4% |
| Participant deferral / active EE | $1,771 | $5,693-68.9% | $5,076-65.1% | $6,396-72.3% |
| Admin fee / account holder | $591 | $14,549-95.9% | $11,957-95.1% | $12,562-95.3% |