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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 | $36,104 | $65,712-45.1% | $57,196-36.9% | $273,972-86.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 4.14% | 22.01%-17.9pp | 14.59%-10.5pp | 41.46%-37.3pp |
| Employer contribution / active EE | $6,209 | $3,280+89.3% | $2,683+131.4% | $4,869+27.5% |
| Participant deferral / active EE | $330 | $3,782-91.3% | $3,096-89.3% | $5,287-93.8% |
| Admin fee / account holder | $1,844 | $4,838-61.9% | $3,141-41.3% | $10,133-81.8% |