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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 | $21,918 | $52,580-58.3% | $71,671-69.4% | $70,126-68.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.63% | 20.25%-7.6pp | 20.65%-8.0pp | 73.15%-60.5pp |
| Employer contribution / active EE | $2,978 | $1,616+84.3% | $2,460+21.0% | $2,343+27.1% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,061 | $3,653-71.0% | $5,558-80.9% | $4,645-77.2% |