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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 | $37,412 | $97,550-61.6% | $120,344-68.9% | $87,485-57.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 15.65% | 18.41%-2.8pp | 20.30%-4.7pp | 26.06%-10.4pp |
| Employer contribution / active EE | $1,620 | $2,291-29.3% | $3,020-46.3% | $2,596-37.6% |
| Participant deferral / active EE | $1,718 | $4,230-59.4% | $5,135-66.5% | $4,274-59.8% |
| Admin fee / account holder | $7,073 | $9,543-25.9% | $12,742-44.5% | $7,775-9.0% |