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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 | $17,220 | $45,050-61.8% | $63,018-72.7% | $70,126-75.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.45% | 18.76%-7.3pp | 87.62%-76.2pp | 73.15%-61.7pp |
| Employer contribution / active EE | $676 | $2,052-67.1% | $2,761-75.5% | $2,343-71.2% |
| Participant deferral / active EE | $164 | $2,466-93.4% | $3,330-95.1% | $3,332-95.1% |
| Admin fee / account holder | $1,009 | $2,834-64.4% | $3,601-72.0% | $4,645-78.3% |