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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 | $14,475 | $45,152-67.9% | $73,836-80.4% | $59,633-75.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 2.18% | 27.40%-25.2pp | 2268.06%-2265.9pp | 2041.45%-2039.3pp |
| Employer contribution / active EE | $2,523 | $1,901+32.7% | $2,787-9.5% | $2,203+14.5% |
| Participant deferral / active EE | $589 | $2,573-77.1% | $3,583-83.6% | $3,192-81.5% |
| Admin fee / account holder | $2,430 | $3,515-30.9% | $4,882-50.2% | $4,297-43.4% |