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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 | $75,541-72.5% | $152,093-86.3% | $82,637-74.9% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 15.93% | 32.56%-16.6pp | 66.36%-50.4pp | 53.51%-37.6pp |
| Employer contribution / active EE | $2,283 | $2,622-13.0% | $4,175-45.3% | $2,552-10.6% |
| Participant deferral / active EE | $687 | $3,206-78.6% | $5,451-87.4% | $4,126-83.3% |
| Admin fee / account holder | $6,932 | $6,405+8.2% | $14,497-52.2% | $7,339-5.5% |