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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 | $8,926 | $104,650-91.5% | $83,854-89.4% | $155,188-94.2% |
| Participation rate | 70.0% | 65.1%+4.9pp | 59.1%+10.9pp | 80.8%-10.8pp |
| Annual return | 0.57% | 28.97%-28.4pp | 31.39%-30.8pp | 148.84%-148.3pp |
| Employer contribution / active EE | $1,421 | $1,196+18.8% | $1,017+39.7% | $4,248-66.6% |
| Participant deferral / active EE | $0 | $2,367-100.0% | $2,035-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,673 | $3,518-52.4% | $3,197-47.7% | $14,480-88.4% |