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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 | $12,844 | $65,712-80.5% | $57,196-77.5% | $273,972-95.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.28% | 22.01%-15.7pp | 14.59%-8.3pp | 41.46%-35.2pp |
| Employer contribution / active EE | $4,141 | $3,280+26.3% | $2,683+54.4% | $4,869-14.9% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,112 | $4,838-56.3% | $3,141-32.7% | $10,133-79.2% |