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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 | $33,433 | $88,707-62.3% | $74,184-54.9% | $273,972-87.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.92% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,695 | $3,159-14.7% | $2,370+13.7% | $4,869-44.7% |
| Participant deferral / active EE | $331 | $4,212-92.1% | $3,550-90.7% | $5,287-93.7% |
| Admin fee / account holder | $2,165 | $8,717-75.2% | $5,586-61.2% | $10,133-78.6% |