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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 | $12,394 | $65,712-81.1% | $57,196-78.3% | $273,972-95.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.08% | 22.01%-19.9pp | 14.59%-12.5pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,220 | $3,280-32.3% | $2,683-17.3% | $4,869-54.4% |
| Participant deferral / active EE | $339 | $3,782-91.0% | $3,096-89.1% | $5,287-93.6% |
| Admin fee / account holder | $708 | $4,838-85.4% | $3,141-77.5% | $10,133-93.0% |