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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 | $42,531 | $88,707-52.1% | $74,184-42.7% | $273,972-84.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.39% | 11.94%-4.6pp | 17.74%-10.3pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,570 | $3,159-50.3% | $2,370-33.8% | $4,869-67.8% |
| Participant deferral / active EE | $1,087 | $4,212-74.2% | $3,550-69.4% | $5,287-79.4% |
| Admin fee / account holder | $2,722 | $8,717-68.8% | $5,586-51.3% | $10,133-73.1% |