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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 | $21,764 | $45,566-52.2% | $64,105-66.0% | $59,633-63.5% |
| Participation rate | 98.9% | 60.2%+38.7pp | 68.2%+30.7pp | 68.7%+30.2pp |
| Annual return | 2.21% | 4.95%-2.7pp | 791.24%-789.0pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $1,588 | $934+70.0% | $1,820-12.7% | $2,203-27.9% |
| Participant deferral / active EE | $0 | $2,057-100.0% | $2,822-100.0% | $3,192-100.0% |
| Admin fee / account holder | $771 | $3,268-76.4% | $4,499-82.9% | $4,297-82.1% |