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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 | $28,384 | $76,551-62.9% | $123,894-77.1% | $62,881-54.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.53% | 18.68%-11.1pp | 47.52%-40.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,407 | $2,882-51.2% | $4,617-69.5% | $2,281-38.3% |
| Participant deferral / active EE | $1,751 | $4,840-63.8% | $5,984-70.7% | $3,203-45.3% |
| Admin fee / account holder | $454 | $4,826-90.6% | $8,357-94.6% | $4,296-89.4% |