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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 | $27,848 | $86,330-67.7% | $121,871-77.1% | $94,015-70.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 18.57% | 14.95%+3.6pp | 13.57%+5.0pp | 17.84%+0.7pp |
| Employer contribution / active EE | $2,500 | $2,292+9.1% | $2,731-8.5% | $2,790-10.4% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,401 | $7,346-80.9% | $11,551-87.9% | $8,951-84.3% |