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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 | $40,720 | $74,535-45.4% | $100,712-59.6% | $82,637-50.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 15.81% | 18.92%-3.1pp | 33.27%-17.5pp | 53.51%-37.7pp |
| Employer contribution / active EE | $2,790 | $1,503+85.7% | $2,313+20.6% | $2,552+9.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,773 | $6,576+18.2% | $9,256-16.0% | $7,339+5.9% |