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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 | $23,737 | $48,078-50.6% | $78,676-69.8% | $62,881-62.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.31% | 31.36%-24.0pp | 62.19%-54.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,490 | $2,015+23.6% | $2,850-12.6% | $2,281+9.2% |
| Participant deferral / active EE | $74 | $2,587-97.1% | $3,517-97.9% | $3,203-97.7% |
| Admin fee / account holder | $514 | $3,206-84.0% | $4,510-88.6% | $4,296-88.0% |