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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 | $17,972 | $43,344-58.5% | $59,899-70.0% | $64,173-72.0% |
| Participation rate | 81.6% | 69.2%+12.5pp | 74.7%+6.9pp | 69.6%+12.1pp |
| Annual return | 7.41% | -1.55%+9.0pp | 3.46%+4.0pp | 7.63%-0.2pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $105 | $2,547-95.9% | $3,402-96.9% | $3,470-97.0% |
| Admin fee / account holder | $559 | $3,008-81.4% | $3,592-84.4% | $4,887-88.6% |