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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 | $23,657 | $49,025-51.7% | $87,502-73.0% | $62,881-62.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 5.54% | 10.02%-4.5pp | 12.21%-6.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,595 | $1,372+16.2% | $2,550-37.5% | $2,281-30.1% |
| Participant deferral / active EE | $824 | $2,289-64.0% | $3,149-73.8% | $3,203-74.3% |
| Admin fee / account holder | $4,196 | $4,065+3.2% | $4,221-0.6% | $4,296-2.3% |