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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 | $17,877 | $65,685-72.8% | $57,181-68.7% | $273,968-93.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.24% | 21.99%-16.8pp | 14.59%-9.4pp | 41.45%-36.2pp |
| Employer contribution / active EE | $415 | $3,279-87.3% | $2,682-84.5% | $4,869-91.5% |
| Participant deferral / active EE | $445 | $3,781-88.2% | $3,096-85.6% | $5,287-91.6% |
| Admin fee / account holder | $311 | $4,835-93.6% | $3,139-90.1% | $10,132-96.9% |