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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 | $15,738 | $65,712-76.1% | $57,196-72.5% | $273,972-94.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.60% | 22.01%-16.4pp | 14.59%-9.0pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,191 | $3,280-63.7% | $2,683-55.6% | $4,869-75.5% |
| Participant deferral / active EE | $185 | $3,782-95.1% | $3,096-94.0% | $5,287-96.5% |
| Admin fee / account holder | $356 | $4,838-92.6% | $3,141-88.7% | $10,133-96.5% |