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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 | $47,479 | $53,596-11.4% | $90,655-47.6% | $64,181-26.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 8.35% | 4.41%+3.9pp | 1.89%+6.5pp | 7.63%+0.7pp |
| Employer contribution / active EE | $882 | $1,503-41.3% | $2,532-65.1% | $2,381-62.9% |
| Participant deferral / active EE | $359 | $2,459-85.4% | $3,425-89.5% | $3,470-89.7% |
| Admin fee / account holder | $12,011 | $3,868+210.5% | $4,994+140.5% | $4,887+145.8% |