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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 | $42,061 | $64,311-34.6% | $57,356-26.7% | $125,389-66.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.90% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $1,838 | $3,193-42.4% | $2,689-31.6% | $4,866-62.2% |
| Participant deferral / active EE | $569 | $3,846-85.2% | $3,162-82.0% | $5,352-89.4% |
| Admin fee / account holder | $5,965 | $5,243+13.8% | $3,357+77.7% | $9,541-37.5% |