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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 | $30,707 | $86,949-64.7% | $102,460-70.0% | $80,959-62.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 15.02% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $1,250 | $2,370-47.3% | $3,025-58.7% | $2,757-54.7% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,428 | $8,048-69.8% | $9,460-74.3% | $6,925-64.9% |