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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 | $38,545 | $87,834-56.1% | $133,975-71.2% | $62,881-38.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 6.50% | 12.05%-5.6pp | 29.29%-22.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,167 | $3,482-66.5% | $5,211-77.6% | $2,281-48.8% |
| Participant deferral / active EE | $1,126 | $4,812-76.6% | $6,282-82.1% | $3,203-64.9% |
| Admin fee / account holder | $2,293 | $5,372-57.3% | $9,324-75.4% | $4,296-46.6% |