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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 | $11,698 | $100,970-88.4% | $96,576-87.9% | $137,256-91.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 13.58% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $1,206 | $3,809-68.4% | $3,553-66.1% | $4,156-71.0% |
| Participant deferral / active EE | $1,950 | $8,286-76.5% | $7,956-75.5% | $6,407-69.6% |
| Admin fee / account holder | $2,797 | $11,312-75.3% | $11,381-75.4% | $12,270-77.2% |