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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 | $30,260 | $35,183-14.0% | $73,550-58.9% | $70,126-56.8% |
| Participation rate | 97.1% | 42.9%+54.2pp | 54.9%+42.2pp | 69.5%+27.6pp |
| Annual return | 13.68% | 26.90%-13.2pp | -15.16%+28.8pp | 73.15%-59.5pp |
| Employer contribution / active EE | $593 | $709-16.3% | $1,219-51.3% | $2,343-74.7% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,804-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,902 | $2,302+26.1% | $2,320+25.1% | $4,645-37.5% |