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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 | $20,812 | $81,358-74.4% | $155,556-86.6% | $80,959-74.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.74% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $2,500 | $3,106-19.5% | $4,675-46.5% | $2,757-9.3% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,736 | $7,994-65.8% | $15,885-82.8% | $6,925-60.5% |