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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 | $21,111 | $39,132-46.1% | $57,196-63.1% | $62,881-66.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.95% | 9.24%-3.3pp | 14.59%-8.6pp | 20.14%-14.2pp |
| Employer contribution / active EE | $1,512 | $1,874-19.3% | $2,683-43.7% | $2,281-33.7% |
| Participant deferral / active EE | $323 | $2,374-86.4% | $3,096-89.6% | $3,203-89.9% |
| Admin fee / account holder | $2,327 | $2,594-10.3% | $3,141-25.9% | $4,296-45.8% |