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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 | $31,049 | $63,082-50.8% | $81,726-62.0% | $79,856-61.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 11.72% | 22.66%-10.9pp | 29.49%-17.8pp | 31.71%-20.0pp |
| Employer contribution / active EE | $2,787 | $1,795+55.2% | $4,311-35.4% | $2,471+12.8% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,741-100.0% |
| Admin fee / account holder | $8,545 | $4,428+93.0% | $5,160+65.6% | $5,306+61.0% |