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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 | $39,697 | $45,079-11.9% | $69,461-42.9% | $72,983-45.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 12.75% | 22.65%-9.9pp | 28.97%-16.2pp | 81.01%-68.3pp |
| Employer contribution / active EE | $770 | $2,055-62.5% | $2,779-72.3% | $2,440-68.4% |
| Participant deferral / active EE | $230 | $2,603-91.2% | $3,536-93.5% | $3,608-93.6% |
| Admin fee / account holder | $1,321 | $3,056-56.8% | $3,840-65.6% | $5,124-74.2% |