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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 | $52,989 | $80,855-34.5% | $153,416-65.5% | $86,983-39.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 15.22% | 16.18%-1.0pp | 17.84%-2.6pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,051 | $2,308-11.1% | $3,764-45.5% | $2,584-20.6% |
| Participant deferral / active EE | $0 | $3,333-100.0% | $4,723-100.0% | $4,194-100.0% |
| Admin fee / account holder | $722 | $6,908-89.5% | $13,095-94.5% | $7,856-90.8% |