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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 | $17,471 | $41,377-57.8% | $109,313-84.0% | $62,881-72.2% |
| Participation rate | 97.8% | 57.5%+40.2pp | 71.3%+26.5pp | 69.3%+28.5pp |
| Annual return | 5.19% | 11.05%-5.9pp | 22.07%-16.9pp | 20.14%-15.0pp |
| Employer contribution / active EE | $250 | $1,276-80.4% | $3,892-93.6% | $2,281-89.1% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $397 | $2,884-86.2% | $5,666-93.0% | $4,296-90.8% |