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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 | $28,226 | $77,492-63.6% | $100,398-71.9% | $80,911-65.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 14.60% | 37.23%-22.6pp | 49.32%-34.7pp | 35.63%-21.0pp |
| Employer contribution / active EE | $2,177 | $2,800-22.3% | $3,946-44.8% | $2,756-21.0% |
| Participant deferral / active EE | $2,548 | $6,817-62.6% | $8,084-68.5% | $4,297-40.7% |
| Admin fee / account holder | $708 | $5,892-88.0% | $7,893-91.0% | $6,935-89.8% |