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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 | $22,400 | $46,877-52.2% | $122,354-81.7% | $70,126-68.1% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 16.92% | 24.22%-7.3pp | 30.28%-13.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $365 | $1,288-71.7% | $4,051-91.0% | $2,343-84.4% |
| Participant deferral / active EE | $248 | $2,167-88.6% | $3,287-92.5% | $3,332-92.6% |
| Admin fee / account holder | $512 | $3,324-84.6% | $5,479-90.7% | $4,645-89.0% |