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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 | $20,783 | $78,690-73.6% | $161,489-87.1% | $87,485-76.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.93% | 32.74%-16.8pp | 89.72%-73.8pp | 26.06%-10.1pp |
| Employer contribution / active EE | $2,283 | $2,588-11.8% | $4,268-46.5% | $2,596-12.1% |
| Participant deferral / active EE | $687 | $3,311-79.2% | $5,630-87.8% | $4,274-83.9% |
| Admin fee / account holder | $6,932 | $6,724+3.1% | $16,006-56.7% | $7,775-10.8% |