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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 | $35,367 | $72,471-51.2% | $94,215-62.5% | $86,983-59.3% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 13.07% | 26.44%-13.4pp | 28.22%-15.1pp | 25.83%-12.8pp |
| Employer contribution / active EE | $1,684 | $1,936-13.0% | $2,675-37.1% | $2,584-34.9% |
| Participant deferral / active EE | $0 | $3,397-100.0% | $4,276-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,267 | $6,468-80.4% | $10,216-87.6% | $7,856-83.9% |