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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 | $12,792 | $57,541-77.8% | $95,759-86.6% | $75,177-83.0% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.99% | 34.93%-20.9pp | 28.42%-14.4pp | 160.75%-146.8pp |
| Employer contribution / active EE | $1,558 | $1,808-13.8% | $2,836-45.1% | $2,671-41.7% |
| Participant deferral / active EE | $172 | $3,074-94.4% | $4,244-95.9% | $4,126-95.8% |
| Admin fee / account holder | $673 | $4,099-83.6% | $5,678-88.2% | $5,651-88.1% |