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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 | $63,624 | $99,345-36.0% | $84,753-24.9% | $273,972-76.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.53% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,545 | $4,214+7.9% | $3,574+27.2% | $4,869-6.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $957 | $6,645-85.6% | $5,333-82.1% | $10,133-90.6% |