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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 | $49,191 | $99,345-50.5% | $84,753-42.0% | $273,972-82.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.51% | 22.93%-17.4pp | 22.78%-17.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,667 | $4,214-36.7% | $3,574-25.4% | $4,869-45.2% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,490 | $6,645-77.6% | $5,333-72.1% | $10,133-85.3% |