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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 | $39,326 | $140,592-72.0% | $123,105-68.1% | $125,389-68.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.50% | 16.80%-15.3pp | 13.22%-11.7pp | 282.24%-280.7pp |
| Employer contribution / active EE | $1,503 | $6,041-75.1% | $5,151-70.8% | $4,866-69.1% |
| Participant deferral / active EE | $2,260 | $6,980-67.6% | $6,229-63.7% | $5,352-57.8% |
| Admin fee / account holder | $153,154 | $11,198+1267.7% | $9,014+1599.1% | $9,541+1505.2% |