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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 | $34,927 | $67,602-48.3% | $82,312-57.6% | $70,126-50.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.97% | 21.57%-7.6pp | 25.88%-11.9pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,679 | $1,755+52.6% | $2,428+10.3% | $2,343+14.3% |
| Participant deferral / active EE | $222 | $2,987-92.6% | $3,706-94.0% | $3,332-93.3% |
| Admin fee / account holder | $1,324 | $4,512-70.6% | $5,608-76.4% | $4,645-71.5% |