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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 | $35,174 | $56,484-37.7% | $169,452-79.2% | $64,181-45.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | 7.89% | -1.55%+9.4pp | 1.83%+6.1pp | 7.63%+0.3pp |
| Employer contribution / active EE | $6,768 | $1,832+269.3% | $4,157+62.8% | $2,381+184.3% |
| Participant deferral / active EE | $0 | $3,448-100.0% | $5,277-100.0% | $3,470-100.0% |
| Admin fee / account holder | $382 | $4,174-90.8% | $9,110-95.8% | $4,887-92.2% |