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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 | $53,455 | $102,609-47.9% | $98,090-45.5% | $138,895-61.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 17.24% | 36.44%-19.2pp | 37.05%-19.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $231 | $3,867-94.0% | $3,606-93.6% | $4,194-94.5% |
| Participant deferral / active EE | $641 | $8,167-92.2% | $7,845-91.8% | $6,396-90.0% |
| Admin fee / account holder | $838 | $11,434-92.7% | $11,815-92.9% | $12,562-93.3% |