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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 | $20,204 | $49,280-59.0% | $67,313-70.0% | $64,173-68.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 5.33% | -1.39%+6.7pp | -4.08%+9.4pp | 7.63%-2.3pp |
| Employer contribution / active EE | $1,746 | $1,668+4.6% | $2,566-32.0% | $2,381-26.7% |
| Participant deferral / active EE | $0 | $2,484-100.0% | $3,568-100.0% | $3,470-100.0% |
| Admin fee / account holder | $830 | $3,863-78.5% | $4,507-81.6% | $4,887-83.0% |