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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 | $42,459 | $88,583-52.1% | $88,497-52.0% | $273,972-84.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 6.47% | 5.68%+0.8pp | 7.63%-1.2pp | 41.46%-35.0pp |
| Employer contribution / active EE | $4,378 | $4,502-2.8% | $4,036+8.5% | $4,869-10.1% |
| Participant deferral / active EE | $0 | $4,891-100.0% | $4,899-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,016 | $8,980-44.1% | $6,220-19.3% | $10,133-50.5% |