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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 | $12,983 | $49,280-73.7% | $67,313-80.7% | $64,173-79.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.61% | -1.39%+2.0pp | -4.08%+4.7pp | 7.63%-7.0pp |
| Employer contribution / active EE | $1,577 | $1,668-5.5% | $2,566-38.5% | $2,381-33.8% |
| Participant deferral / active EE | $849 | $2,484-65.8% | $3,568-76.2% | $3,470-75.5% |
| Admin fee / account holder | $8,650 | $3,863+123.9% | $4,507+91.9% | $4,887+77.0% |