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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 | $93,692-47.0% | $116,538-57.4% | $86,983-42.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.24% | 26.00%-11.8pp | 17.97%-3.7pp | 25.83%-11.6pp |
| Employer contribution / active EE | $2,506 | $3,831-34.6% | $4,541-44.8% | $2,584-3.0% |
| Participant deferral / active EE | $0 | $5,612-100.0% | $6,207-100.0% | $4,194-100.0% |
| Admin fee / account holder | $602 | $7,586-92.1% | $8,737-93.1% | $7,856-92.3% |