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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 | $41,408 | $87,834-52.9% | $133,975-69.1% | $62,881-34.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.18% | 12.05%-5.9pp | 29.29%-23.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $4,100 | $3,482+17.7% | $5,211-21.3% | $2,281+79.8% |
| Participant deferral / active EE | $1,393 | $4,812-71.1% | $6,282-77.8% | $3,203-56.5% |
| Admin fee / account holder | $3,764 | $5,372-29.9% | $9,324-59.6% | $4,296-12.4% |