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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 | $96,052-48.3% | $118,106-58.0% | $87,485-43.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 14.24% | 24.16%-9.9pp | 19.44%-5.2pp | 26.06%-11.8pp |
| Employer contribution / active EE | $2,506 | $3,939-36.4% | $4,698-46.7% | $2,596-3.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $6,619-100.0% | $4,274-100.0% |
| Admin fee / account holder | $602 | $7,618-92.1% | $8,973-93.3% | $7,775-92.3% |