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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 | $48,975 | $72,404-32.4% | $110,243-55.6% | $64,173-23.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 6.56% | -6.29%+12.8pp | 314.76%-308.2pp | 7.63%-1.1pp |
| Employer contribution / active EE | $2,331 | $2,282+2.1% | $3,827-39.1% | $2,381-2.1% |
| Participant deferral / active EE | $1,558 | $3,469-55.1% | $4,672-66.6% | $3,470-55.1% |
| Admin fee / account holder | $1,322 | $5,664-76.7% | $8,548-84.5% | $4,887-72.9% |