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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 | $40,710 | $36,948+10.2% | $73,658-44.7% | $87,485-53.5% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 28.61% | 28.64%0pp | 29.72%-1.1pp | 26.06%+2.5pp |
| Employer contribution / active EE | $1,934 | $670+188.6% | $1,032+87.3% | $2,596-25.5% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,948 | $2,531+16.5% | $3,357-12.2% | $7,775-62.1% |