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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 | $86,919-64.7% | $102,457-70.0% | $80,911-62.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 15.02% | 18.90%-3.9pp | 29.41%-14.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $1,250 | $2,368-47.2% | $3,022-58.6% | $2,756-54.6% |
| Participant deferral / active EE | $0 | $4,119-100.0% | $5,054-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,428 | $8,049-69.8% | $9,451-74.3% | $6,935-65.0% |