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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 | $27,273 | $56,894-52.1% | $84,753-67.8% | $62,881-56.6% |
| Participation rate | 97.8% | 68.5%+29.2pp | 76.6%+21.2pp | 69.3%+28.5pp |
| Annual return | 0.00% | 6.30%-6.3pp | 22.78%-22.8pp | 20.14%-20.1pp |
| Employer contribution / active EE | $5,000 | $2,400+108.4% | $3,574+39.9% | $2,281+119.2% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $526 | $3,581-85.3% | $5,333-90.1% | $4,296-87.8% |