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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 | $96,233-48.4% | $137,474-63.9% | $94,015-47.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 83.5%+16.5pp | 70.8%+29.2pp |
| Annual return | 14.24% | 16.05%-1.8pp | 11.53%+2.7pp | 17.84%-3.6pp |
| Employer contribution / active EE | $2,506 | $3,713-32.5% | $5,048-50.4% | $2,790-10.2% |
| Participant deferral / active EE | $0 | $5,018-100.0% | $6,155-100.0% | $4,249-100.0% |
| Admin fee / account holder | $602 | $7,029-91.4% | $10,602-94.3% | $8,951-93.3% |