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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 | $42,946 | $94,529-54.6% | $140,019-69.3% | $64,173-33.1% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | 0.87% | 7.77%-6.9pp | 651.17%-650.3pp | 7.63%-6.8pp |
| Employer contribution / active EE | $1,421 | $3,812-62.7% | $5,605-74.6% | $2,381-40.3% |
| Participant deferral / active EE | $1,147 | $5,250-78.2% | $6,927-83.4% | $3,470-66.9% |
| Admin fee / account holder | $7,015 | $6,741+4.1% | $10,705-34.5% | $4,887+43.5% |