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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 | $17,595 | $48,078-63.4% | $78,676-77.6% | $62,881-72.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.28% | 31.36%-24.1pp | 62.19%-54.9pp | 20.14%-12.9pp |
| Employer contribution / active EE | $2,120 | $2,015+5.2% | $2,850-25.6% | $2,281-7.1% |
| Participant deferral / active EE | $632 | $2,587-75.6% | $3,517-82.0% | $3,203-80.3% |
| Admin fee / account holder | $1,224 | $3,206-61.8% | $4,510-72.9% | $4,296-71.5% |