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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 | $43,973 | $58,587-24.9% | $83,322-47.2% | $64,173-31.5% |
| Participation rate | 94.3% | 72.0%+22.3pp | 77.8%+16.5pp | 69.6%+24.7pp |
| Annual return | -0.03% | 9.65%-9.7pp | 10.64%-10.7pp | 7.63%-7.7pp |
| Employer contribution / active EE | $546 | $2,098-74.0% | $3,379-83.8% | $2,381-77.1% |
| Participant deferral / active EE | $1,750 | $4,654-62.4% | $5,565-68.6% | $3,470-49.6% |
| Admin fee / account holder | $5,590 | $9,279-39.8% | $7,540-25.9% | $4,887+14.4% |