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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 | $53,216 | $52,911+0.6% | $73,309-27.4% | $59,633-10.8% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 1.11% | 12.20%-11.1pp | 5.67%-4.6pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $480 | $1,909-74.8% | $3,237-85.2% | $2,203-78.2% |
| Participant deferral / active EE | $1,563 | $4,069-61.6% | $4,991-68.7% | $3,192-51.0% |
| Admin fee / account holder | $1,064 | $3,835-72.3% | $5,635-81.1% | $4,297-75.2% |