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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 | $33,864 | $49,255-31.2% | $70,494-52.0% | $79,856-57.6% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.8pp |
| Annual return | 7.21% | 30.10%-22.9pp | 109.16%-101.9pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $487 | $2,768-82.4% | $3,711-86.9% | $3,741-87.0% |
| Admin fee / account holder | $7,510 | $2,879+160.9% | $3,848+95.2% | $5,306+41.5% |