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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 | $34,506 | $69,977-50.7% | $108,582-68.2% | $62,881-45.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 6.12% | 10.73%-4.6pp | -51.70%+57.8pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,167 | $2,135-45.4% | $3,758-69.0% | $2,281-48.8% |
| Participant deferral / active EE | $876 | $3,165-72.3% | $4,311-79.7% | $3,203-72.7% |
| Admin fee / account holder | $2,282 | $5,076-55.1% | $7,645-70.2% | $4,296-46.9% |