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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 | $49,624 | $87,878-43.5% | $97,411-49.1% | $82,637-39.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 80.4%+19.6pp | 68.1%+31.9pp |
| Annual return | 14.24% | 54.63%-40.4pp | 34.72%-20.5pp | 53.51%-39.3pp |
| Employer contribution / active EE | $2,506 | $3,800-34.1% | $4,210-40.5% | $2,552-1.8% |
| Participant deferral / active EE | $0 | $5,525-100.0% | $5,886-100.0% | $4,126-100.0% |
| Admin fee / account holder | $602 | $6,743-91.1% | $7,145-91.6% | $7,339-91.8% |