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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 | $12,376 | $65,712-81.2% | $57,196-78.4% | $273,972-95.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.45% | 22.01%-16.6pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $828 | $3,280-74.7% | $2,683-69.1% | $4,869-83.0% |
| Participant deferral / active EE | $291 | $3,782-92.3% | $3,096-90.6% | $5,287-94.5% |
| Admin fee / account holder | $2,492 | $4,838-48.5% | $3,141-20.7% | $10,133-75.4% |