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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 | $11,772 | $45,079-73.9% | $69,461-83.1% | $72,983-83.9% |
| Participation rate | 97.0% | 68.5%+28.5pp | 74.6%+22.4pp | 69.5%+27.5pp |
| Annual return | 16.11% | 22.65%-6.5pp | 28.97%-12.9pp | 81.01%-64.9pp |
| Employer contribution / active EE | $2,560 | $2,055+24.6% | $2,779-7.9% | $2,440+4.9% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,536-100.0% | $3,608-100.0% |
| Admin fee / account holder | $638 | $3,056-79.1% | $3,840-83.4% | $5,124-87.5% |