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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 | $40,880 | $60,349-32.3% | $74,184-44.9% | $62,881-35.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.16% | 21.38%-16.2pp | 17.74%-12.6pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,827 | $1,680+68.2% | $2,370+19.3% | $2,281+23.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,552 | $4,261-63.6% | $5,586-72.2% | $4,296-63.9% |