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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 | $35,822 | $73,981-51.6% | $105,754-66.1% | $62,881-43.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 8.97% | 17.60%-8.6pp | 12.25%-3.3pp | 20.14%-11.2pp |
| Employer contribution / active EE | $2,601 | $2,856-8.9% | $4,079-36.2% | $2,281+14.0% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,205 | $5,976-79.8% | $8,309-85.5% | $4,296-72.0% |