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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 | $29,370 | $49,249-40.4% | $70,476-58.3% | $79,852-63.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.91% | 30.09%-17.2pp | 109.12%-96.2pp | 31.72%-18.8pp |
| Employer contribution / active EE | $1,215 | $2,100-42.1% | $2,738-55.6% | $2,471-50.8% |
| Participant deferral / active EE | $636 | $2,769-77.0% | $3,710-82.9% | $3,740-83.0% |
| Admin fee / account holder | $780 | $2,878-72.9% | $3,847-79.7% | $5,306-85.3% |