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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 | $19,150 | $40,275-52.5% | $57,356-66.6% | $59,633-67.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 0.91% | 27.52%-26.6pp | 24.41%-23.5pp | 2041.45%-2040.5pp |
| Employer contribution / active EE | $2,428 | $1,921+26.4% | $2,689-9.7% | $2,203+10.2% |
| Participant deferral / active EE | $320 | $2,400-86.7% | $3,162-89.9% | $3,192-90.0% |
| Admin fee / account holder | $1,800 | $2,820-36.2% | $3,357-46.4% | $4,297-58.1% |