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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 | $25,284 | $96,956-73.9% | $69,779-63.8% | $273,972-90.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.00% | 12.93%-8.9pp | 12.99%-9.0pp | 41.46%-37.5pp |
| Employer contribution / active EE | $1,287 | $3,316-61.2% | $2,338-45.0% | $4,869-73.6% |
| Participant deferral / active EE | $570 | $3,744-84.8% | $2,931-80.6% | $5,287-89.2% |
| Admin fee / account holder | $7,447 | $7,934-6.1% | $4,381+70.0% | $10,133-26.5% |