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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 | $25,209 | $53,412-52.8% | $68,509-63.2% | $52,331-51.8% |
| Participation rate | 80.9% | 71.7%+9.2pp | 74.7%+6.2pp | 68.1%+12.8pp |
| Annual return | -1.21% | 3.42%-4.6pp | 8.27%-9.5pp | 4.54%-5.8pp |
| Employer contribution / active EE | $7,507 | $1,607+367.1% | $2,278+229.6% | $1,882+298.9% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,785 | $461+287.3% | $5,275-66.2% | $592+201.7% |