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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 | $20,910 | $52,580-60.2% | $71,671-70.8% | $70,124-70.2% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 12.38% | 20.25%-7.9pp | 20.65%-8.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,115 | $1,616-31.0% | $2,460-54.7% | $2,342-52.4% |
| Participant deferral / active EE | $707 | $2,386-70.4% | $3,438-79.4% | $3,332-78.8% |
| Admin fee / account holder | $1,255 | $3,653-65.6% | $5,558-77.4% | $4,645-73.0% |