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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 | $26,558 | $48,364-45.1% | $71,796-63.0% | $62,881-57.8% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 7.76% | 13.16%-5.4pp | 78.04%-70.3pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,250 | $1,042+20.0% | $1,924-35.0% | $2,281-45.2% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,245 | $3,771-40.5% | $4,815-53.4% | $4,296-47.7% |