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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 | $49,999 | $101,795-50.9% | $165,100-69.7% | $80,959-38.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.43% | 16.73%-4.3pp | 70.21%-57.8pp | 35.67%-23.2pp |
| Employer contribution / active EE | $2,594 | $2,954-12.2% | $4,348-40.3% | $2,757-5.9% |
| Participant deferral / active EE | $1,318 | $4,476-70.5% | $6,035-78.2% | $4,300-69.3% |
| Admin fee / account holder | $517 | $8,221-93.7% | $12,696-95.9% | $6,925-92.5% |