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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 | $55,534 | $138,393-59.9% | $184,256-69.9% | $80,959-31.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 12.06% | 20.01%-8.0pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $2,016 | $4,847-58.4% | $6,427-68.6% | $2,757-26.9% |
| Participant deferral / active EE | $2,034 | $7,076-71.3% | $9,133-77.7% | $4,300-52.7% |
| Admin fee / account holder | $936 | $10,489-91.1% | $13,899-93.3% | $6,925-86.5% |