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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 | $36,797 | $162,322-77.3% | $135,982-72.9% | - |
| Participation rate | 100.0% | 71.5%+28.5pp | 81.9%+18.1pp | - |
| Annual return | 16.46% | 15.59%+0.9pp | 68.32%-51.9pp | - |
| Employer contribution / active EE | $3,462 | $3,400+1.8% | $4,859-28.7% | - |
| Participant deferral / active EE | $4,436 | $5,722-22.5% | $7,760-42.8% | - |
| Admin fee / account holder | $792 | $23,877-96.7% | $10,767-92.6% | - |