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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 | $28,014 | $45,041-37.8% | $63,003-55.5% | $70,131-60.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.72% | 18.76%-7.0pp | 87.59%-75.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $664 | $2,052-67.7% | $2,760-76.0% | $2,342-71.7% |
| Participant deferral / active EE | $679 | $2,465-72.5% | $3,329-79.6% | $3,332-79.6% |
| Admin fee / account holder | $2,195 | $2,836-22.6% | $3,600-39.0% | $4,645-52.8% |