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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 | $17,992 | $45,041-60.1% | $63,003-71.4% | $70,131-74.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.09% | 18.76%+0.3pp | 87.59%-68.5pp | 73.14%-54.1pp |
| Employer contribution / active EE | $1,713 | $2,052-16.5% | $2,760-37.9% | $2,342-26.9% |
| Participant deferral / active EE | $697 | $2,465-71.7% | $3,329-79.1% | $3,332-79.1% |
| Admin fee / account holder | $1,072 | $2,836-62.2% | $3,600-70.2% | $4,645-76.9% |