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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 | $30,492 | $72,177-57.8% | $115,038-73.5% | $59,633-48.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 2.12% | 12.02%-9.9pp | 26.14%-24.0pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $942 | $2,841-66.8% | $4,608-79.6% | $2,203-57.2% |
| Participant deferral / active EE | $1,974 | $4,783-58.7% | $6,026-67.3% | $3,192-38.2% |
| Admin fee / account holder | $5,782 | $4,927+17.3% | $8,175-29.3% | $4,297+34.6% |