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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 | $48,118-15.4% | $136,833-70.2% | $94,015-56.7% |
| Participation rate | 100.0% | 47.4%+52.6pp | 59.0%+41.0pp | 70.8%+29.2pp |
| Annual return | 28.61% | 14.65%+14.0pp | 35.32%-6.7pp | 17.84%+10.8pp |
| Employer contribution / active EE | $1,934 | $821+135.6% | $1,319+46.7% | $2,790-30.7% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,948 | $3,059-3.7% | $4,706-37.4% | $8,951-67.1% |