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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 | $42,586 | $49,239-13.5% | $70,462-39.6% | $79,858-46.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 9.96% | 30.08%-20.1pp | 109.08%-99.1pp | 31.72%-21.8pp |
| Employer contribution / active EE | $783 | $2,100-62.7% | $2,737-71.4% | $2,471-68.3% |
| Participant deferral / active EE | $237 | $2,769-91.5% | $3,710-93.6% | $3,740-93.7% |
| Admin fee / account holder | $1,907 | $2,876-33.7% | $3,845-50.4% | $5,306-64.1% |