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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 | $33,641 | $61,660-45.4% | $80,022-58.0% | $64,173-47.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.20% | -0.33%-3.9pp | 11.22%-15.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $2,453 | $1,810+35.5% | $2,468-0.6% | $2,381+3.0% |
| Participant deferral / active EE | $1,280 | $2,968-56.9% | $3,686-65.3% | $3,470-63.1% |
| Admin fee / account holder | $1,220 | $5,417-77.5% | $6,521-81.3% | $4,887-75.0% |