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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 | $19,733 | $41,377-52.3% | $109,313-81.9% | $62,881-68.6% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 8.90% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $354 | $1,276-72.3% | $3,892-90.9% | $2,281-84.5% |
| Participant deferral / active EE | $214 | $2,045-89.5% | $3,166-93.2% | $3,203-93.3% |
| Admin fee / account holder | $1,446 | $2,884-49.9% | $5,666-74.5% | $4,296-66.3% |