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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 | $29,537 | $72,486-59.3% | $87,103-66.1% | $72,976-59.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.24% | 24.46%-8.2pp | 28.19%-12.0pp | 81.02%-64.8pp |
| Employer contribution / active EE | $1,370 | $1,894-27.7% | $2,521-45.7% | $2,440-43.9% |
| Participant deferral / active EE | $1,156 | $3,270-64.7% | $4,049-71.5% | $3,608-68.0% |
| Admin fee / account holder | $2,438 | $5,055-51.8% | $7,491-67.5% | $5,124-52.4% |