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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 | $19,967 | $40,275-50.4% | $57,356-65.2% | $59,633-66.5% |
| Participation rate | 97.8% | 69.1%+28.7pp | 75.1%+22.7pp | 68.7%+29.2pp |
| Annual return | 1.35% | 27.52%-26.2pp | 24.41%-23.1pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $600 | $1,921-68.8% | $2,689-77.7% | $2,203-72.8% |
| Participant deferral / active EE | $600 | $2,400-75.0% | $3,162-81.0% | $3,192-81.2% |
| Admin fee / account holder | $526 | $2,820-81.4% | $3,357-84.3% | $4,297-87.8% |