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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 | $24,343 | $46,599-47.8% | $64,101-62.0% | $75,173-67.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 12.46% | 26.06%-13.6pp | 33.72%-21.3pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,986 | $1,975+0.6% | $2,749-27.7% | $2,671-25.6% |
| Participant deferral / active EE | $618 | $2,837-78.2% | $3,881-84.1% | $4,126-85.0% |
| Admin fee / account holder | $922 | $2,956-68.8% | $3,070-70.0% | $5,651-83.7% |