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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 | $34,289 | $132,310-74.1% | $105,754-67.6% | $273,972-87.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.73% | 10.08%-4.4pp | 12.25%-6.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $0 | $4,867-100.0% | $4,079-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $212 | $6,233-96.6% | $5,326-96.0% | $5,287-96.0% |
| Admin fee / account holder | $1,887 | $12,036-84.3% | $8,309-77.3% | $10,133-81.4% |