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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 | $48,761 | $60,349-19.2% | $74,184-34.3% | $62,881-22.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.97% | 21.38%-15.4pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $741 | $1,680-55.9% | $2,370-68.7% | $2,281-67.5% |
| Participant deferral / active EE | $886 | $2,856-69.0% | $3,550-75.0% | $3,203-72.3% |
| Admin fee / account holder | $6,308 | $4,261+48.0% | $5,586+12.9% | $4,296+46.8% |