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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 | $24,707 | $45,082-45.2% | $69,464-64.4% | $72,975-66.1% |
| Participation rate | 82.7% | 68.5%+14.2pp | 74.6%+8.1pp | 69.5%+13.2pp |
| Annual return | 0.00% | 22.66%-22.7pp | 28.98%-29.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $2,220 | $2,055+8.0% | $2,779-20.1% | $2,440-9.0% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $893 | $3,057-70.8% | $3,840-76.8% | $5,124-82.6% |