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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 | $20,463 | $46,877-56.3% | $122,354-83.3% | $70,126-70.8% |
| Participation rate | 88.0% | 58.2%+29.8pp | 71.6%+16.4pp | 69.5%+18.5pp |
| Annual return | 15.21% | 24.22%-9.0pp | 30.28%-15.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $732 | $2,167-66.2% | $3,287-77.7% | $3,332-78.0% |
| Admin fee / account holder | $962 | $3,324-71.1% | $5,479-82.4% | $4,645-79.3% |