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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 | $26,773 | $45,041-40.6% | $63,003-57.5% | $70,131-61.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 13.36% | 18.76%-5.4pp | 87.59%-74.2pp | 73.14%-59.8pp |
| Employer contribution / active EE | $999 | $2,052-51.3% | $2,760-63.8% | $2,342-57.4% |
| Participant deferral / active EE | $613 | $2,465-75.1% | $3,329-81.6% | $3,332-81.6% |
| Admin fee / account holder | $622 | $2,836-78.1% | $3,600-82.7% | $4,645-86.6% |