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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 | $44,964 | $87,834-48.8% | $133,975-66.4% | $62,881-28.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.58% | 12.05%-3.5pp | 29.29%-20.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,197 | $3,482-65.6% | $5,211-77.0% | $2,281-47.5% |
| Participant deferral / active EE | $1,312 | $4,812-72.7% | $6,282-79.1% | $3,203-59.1% |
| Admin fee / account holder | $3,303 | $5,372-38.5% | $9,324-64.6% | $4,296-23.1% |