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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 | $42,599 | $52,836-19.4% | $105,736-59.7% | $64,173-33.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | -6.80% | 14.30%-21.1pp | 6.27%-13.1pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,344 | $1,827+28.3% | $3,268-28.3% | $2,381-1.6% |
| Participant deferral / active EE | $91 | $2,545-96.4% | $4,080-97.8% | $3,470-97.4% |
| Admin fee / account holder | $343 | $3,959-91.3% | $6,913-95.0% | $4,887-93.0% |