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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 | $49,763 | $146,267-66.0% | $197,124-74.8% | $82,448-39.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 15.58% | 29.61%-14.0pp | 44.34%-28.8pp | 41.64%-26.1pp |
| Employer contribution / active EE | $1,694 | $4,723-64.1% | $6,227-72.8% | $2,551-33.6% |
| Participant deferral / active EE | $2,036 | $7,035-71.1% | $9,135-77.7% | $4,139-50.8% |
| Admin fee / account holder | $1,131 | $14,422-92.2% | $16,298-93.1% | $7,234-84.4% |