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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 | $42,295 | $167,352-74.7% | $143,788-70.6% | $134,509-68.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.89% | 0.47%+2.4pp | -0.03%+2.9pp | 418.13%-415.2pp |
| Employer contribution / active EE | $7,018 | $5,620+24.9% | $4,952+41.7% | $4,741+48.0% |
| Participant deferral / active EE | $1,170 | $6,447-81.8% | $5,638-79.2% | $6,400-81.7% |
| Admin fee / account holder | $1,147 | $18,091-93.7% | $14,675-92.2% | $11,427-90.0% |