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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 | $58,552 | $62,583-6.4% | $76,767-23.7% | $64,173-8.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.71% | -1.95%+12.7pp | 2.43%+8.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $3,571 | $1,832+94.9% | $2,485+43.7% | $2,381+50.0% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $973 | $4,667-79.2% | $6,675-85.4% | $4,887-80.1% |