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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 | $45,612 | $60,349-24.4% | $74,184-38.5% | $62,881-27.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.98% | 21.38%-9.4pp | 17.74%-5.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $3,864 | $1,680+130.0% | $2,370+63.0% | $2,281+69.4% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,110 | $4,261+19.9% | $5,586-8.5% | $4,296+19.0% |