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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 | $33,550 | $72,404-53.7% | $110,243-69.6% | $64,173-47.7% |
| Participation rate | 98.1% | 73.3%+24.8pp | 79.8%+18.3pp | 69.6%+28.5pp |
| Annual return | 4.50% | -6.29%+10.8pp | 314.76%-310.3pp | 7.63%-3.1pp |
| Employer contribution / active EE | $1,887 | $2,282-17.3% | $3,827-50.7% | $2,381-20.8% |
| Participant deferral / active EE | $162 | $3,469-95.3% | $4,672-96.5% | $3,470-95.3% |
| Admin fee / account holder | $1,346 | $5,664-76.2% | $8,548-84.3% | $4,887-72.5% |