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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 | $31,102 | $136,307-77.2% | $106,619-70.8% | $273,972-88.6% |
| Participation rate | 95.8% | 84.8%+11.1pp | 78.0%+17.8pp | 83.0%+12.8pp |
| Annual return | 8.58% | 11.05%-2.5pp | 9.42%-0.8pp | 41.46%-32.9pp |
| Employer contribution / active EE | $1,250 | $5,190-75.9% | $3,947-68.3% | $4,869-74.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $695 | $8,625-91.9% | $6,418-89.2% | $10,133-93.1% |