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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 | $33,809 | $39,132-13.6% | $57,196-40.9% | $62,881-46.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.21% | 9.24%-3.0pp | 14.59%-8.4pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,333 | $1,874-28.9% | $2,683-50.3% | $2,281-41.6% |
| Participant deferral / active EE | $547 | $2,374-77.0% | $3,096-82.3% | $3,203-82.9% |
| Admin fee / account holder | $889 | $2,594-65.7% | $3,141-71.7% | $4,296-79.3% |