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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 | $27,874 | $107,421-74.1% | $182,262-84.7% | $94,015-70.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 14.78% | 21.32%-6.5pp | 140.60%-125.8pp | 17.84%-3.1pp |
| Employer contribution / active EE | $811 | $3,448-76.5% | $5,046-83.9% | $2,790-70.9% |
| Participant deferral / active EE | $1,139 | $6,558-82.6% | $8,276-86.2% | $4,249-73.2% |
| Admin fee / account holder | $817 | $8,692-90.6% | $16,712-95.1% | $8,951-90.9% |