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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 | $28,184 | $49,791-43.4% | $78,210-64.0% | $70,126-59.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 15.34% | 20.75%-5.4pp | 40.90%-25.6pp | 73.15%-57.8pp |
| Employer contribution / active EE | $838 | $1,430-41.4% | $2,034-58.8% | $2,343-64.2% |
| Participant deferral / active EE | $492 | $2,150-77.1% | $2,823-82.6% | $3,332-85.2% |
| Admin fee / account holder | $506 | $3,181-84.1% | $3,758-86.5% | $4,645-89.1% |