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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 | $159,976 | $48,300+231.2% | $40,145,923-99.6% | $62,881+154.4% |
| Participation rate | 97.2% | 62.0%+35.2pp | 68.4%+28.8pp | 69.3%+27.9pp |
| Annual return | 5.13% | 6.95%-1.8pp | 5.24%-0.1pp | 20.14%-15.0pp |
| Employer contribution / active EE | $2,835 | $1,333+112.6% | $1,844+53.7% | $2,281+24.3% |
| Participant deferral / active EE | $0 | $2,388-100.0% | $2,591-100.0% | $3,203-100.0% |
| Admin fee / account holder | $20,076 | $2,919+587.9% | $2,903+591.5% | $4,296+367.4% |