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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 | $51,743 | $215,361-76.0% | $171,082-69.8% | $273,972-81.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.32% | 25.14%-22.8pp | 32.56%-30.2pp | 41.46%-39.1pp |
| Employer contribution / active EE | $4,254 | $4,967-14.4% | $4,002+6.3% | $4,869-12.6% |
| Participant deferral / active EE | $413 | $5,543-92.6% | $4,797-91.4% | $5,287-92.2% |
| Admin fee / account holder | $2,053 | $10,846-81.1% | $8,520-75.9% | $10,133-79.7% |