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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 | $23,091 | $39,162-41.0% | $100,671-77.1% | $59,633-61.3% |
| Participation rate | 100.0% | 55.9%+44.1pp | 70.7%+29.3pp | 68.7%+31.3pp |
| Annual return | 1.88% | 21.07%-19.2pp | 20.43%-18.6pp | 2041.45%-2039.6pp |
| Employer contribution / active EE | $432 | $1,151-62.5% | $4,012-89.2% | $2,203-80.4% |
| Participant deferral / active EE | $309 | $1,992-84.5% | $3,144-90.2% | $3,192-90.3% |
| Admin fee / account holder | $463 | $2,969-84.4% | $4,850-90.5% | $4,297-89.2% |