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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 | $33,209 | $53,128-37.5% | $86,582-61.6% | $70,126-52.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.25% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $776 | $2,068-62.5% | $2,839-72.7% | $2,343-66.9% |
| Participant deferral / active EE | $361 | $2,695-86.6% | $3,609-90.0% | $3,332-89.2% |
| Admin fee / account holder | $935 | $3,584-73.9% | $4,904-80.9% | $4,645-79.9% |