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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 | $40,515 | $65,712-38.3% | $57,196-29.2% | $273,972-85.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.68% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $3,924 | $3,280+19.6% | $2,683+46.3% | $4,869-19.4% |
| Participant deferral / active EE | $165 | $3,782-95.6% | $3,096-94.7% | $5,287-96.9% |
| Admin fee / account holder | $2,055 | $4,838-57.5% | $3,141-34.6% | $10,133-79.7% |