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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 | $30,656 | $92,985-67.0% | $153,432-80.0% | $80,874-62.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 0.00% | 19.95%-19.9pp | 15.66%-15.7pp | 35.62%-35.6pp |
| Employer contribution / active EE | $5,177 | $3,507+47.6% | $5,038+2.8% | $2,756+87.9% |
| Participant deferral / active EE | $1,599 | $5,178-69.1% | $6,757-76.3% | $4,297-62.8% |
| Admin fee / account holder | $731 | $8,880-91.8% | $12,725-94.3% | $6,935-89.5% |