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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 | $21,271 | $93,346-77.2% | $71,796-70.4% | $273,972-92.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.61% | 130.39%-121.8pp | 78.04%-69.4pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,493 | $2,733-45.4% | $1,924-22.4% | $4,869-69.3% |
| Participant deferral / active EE | $461 | $3,475-86.7% | $2,794-83.5% | $5,287-91.3% |
| Admin fee / account holder | $2,000 | $6,571-69.6% | $4,815-58.5% | $10,133-80.3% |