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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 | $23,279 | $72,177-67.7% | $115,038-79.8% | $59,633-61.0% |
| Participation rate | 96.2% | 72.6%+23.6pp | 81.4%+14.8pp | 68.7%+27.5pp |
| Annual return | 2.43% | 12.02%-9.6pp | 26.14%-23.7pp | 2041.45%-2039.0pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,427 | $4,783-70.2% | $6,026-76.3% | $3,192-55.3% |
| Admin fee / account holder | $1,976 | $4,927-59.9% | $8,175-75.8% | $4,297-54.0% |