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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 | $21,423 | $72,269-70.4% | $101,271-78.8% | $79,852-73.2% |
| Participation rate | 83.7% | 68.5%+15.2pp | 75.8%+7.9pp | 69.6%+14.1pp |
| Annual return | 11.05% | 22.29%-11.2pp | 46.48%-35.4pp | 31.72%-20.7pp |
| Employer contribution / active EE | $795 | $2,692-70.5% | $3,660-78.3% | $2,471-67.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $17,978 | $4,401+308.5% | $5,948+202.3% | $5,306+238.8% |