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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 | $16,391 | $65,712-75.1% | $57,196-71.3% | $273,972-94.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.16% | 22.01%-16.8pp | 14.59%-9.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $784 | $3,280-76.1% | $2,683-70.8% | $4,869-83.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,163 | $4,838+6.7% | $3,141+64.4% | $10,133-49.0% |