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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 | $14,498 | $48,078-69.8% | $78,676-81.6% | $62,881-76.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.03% | 31.36%-23.3pp | 62.19%-54.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,737 | $2,015-13.8% | $2,850-39.1% | $2,281-23.9% |
| Participant deferral / active EE | $597 | $2,587-76.9% | $3,517-83.0% | $3,203-81.4% |
| Admin fee / account holder | $1,109 | $3,206-65.4% | $4,510-75.4% | $4,296-74.2% |