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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 | $23,989 | $49,239-51.3% | $70,462-66.0% | $79,858-70.0% |
| Participation rate | 98.6% | 69.2%+29.4pp | 75.1%+23.5pp | 69.6%+29.0pp |
| Annual return | 14.95% | 30.08%-15.1pp | 109.08%-94.1pp | 31.72%-16.8pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $826 | $2,769-70.2% | $3,710-77.7% | $3,740-77.9% |
| Admin fee / account holder | $1,753 | $2,876-39.1% | $3,845-54.4% | $5,306-67.0% |