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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 | $92,351 | $99,345-7.0% | $84,753+9.0% | $273,972-66.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.13% | 22.93%-20.8pp | 22.78%-20.7pp | 41.46%-39.3pp |
| Employer contribution / active EE | $1,423 | $4,214-66.2% | $3,574-60.2% | $4,869-70.8% |
| Participant deferral / active EE | $933 | $4,270-78.1% | $3,712-74.9% | $5,287-82.4% |
| Admin fee / account holder | $994 | $6,645-85.0% | $5,333-81.4% | $10,133-90.2% |