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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 | $76,101 | $106,524-28.6% | $152,301-50.0% | $87,485-13.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 21.72% | 26.89%-5.2pp | 80.50%-58.8pp | 26.06%-4.3pp |
| Employer contribution / active EE | $1,744 | $3,371-48.3% | $4,624-62.3% | $2,596-32.8% |
| Participant deferral / active EE | $0 | $6,525-100.0% | $8,004-100.0% | $4,274-100.0% |
| Admin fee / account holder | $310 | $8,287-96.3% | $14,398-97.8% | $7,775-96.0% |