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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 | $40,423 | $76,551-47.2% | $123,894-67.4% | $62,881-35.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.92% | 18.68%-10.8pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $1,870 | $2,882-35.1% | $4,617-59.5% | $2,281-18.0% |
| Participant deferral / active EE | $1,729 | $4,840-64.3% | $5,984-71.1% | $3,203-46.0% |
| Admin fee / account holder | $1,220 | $4,826-74.7% | $8,357-85.4% | $4,296-71.6% |