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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 | $35,569 | $87,834-59.5% | $133,975-73.5% | $62,881-43.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.20% | 12.05%-5.9pp | 29.29%-23.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,392 | $3,482-60.0% | $5,211-73.3% | $2,281-39.0% |
| Participant deferral / active EE | $1,404 | $4,812-70.8% | $6,282-77.7% | $3,203-56.2% |
| Admin fee / account holder | $1,514 | $5,372-71.8% | $9,324-83.8% | $4,296-64.7% |