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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 | $13,449 | $49,255-72.7% | $70,494-80.9% | $79,856-83.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 10.27% | 30.10%-19.8pp | 109.16%-98.9pp | 31.71%-21.4pp |
| Employer contribution / active EE | $883 | $2,100-57.9% | $2,738-67.7% | $2,471-64.3% |
| Participant deferral / active EE | $707 | $2,768-74.5% | $3,711-81.0% | $3,741-81.1% |
| Admin fee / account holder | $4,201 | $2,879+45.9% | $3,848+9.2% | $5,306-20.8% |