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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 | $19,561 | $45,050-56.6% | $63,018-69.0% | $70,126-72.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.85% | 18.76%-0.9pp | 87.62%-69.8pp | 73.15%-55.3pp |
| Employer contribution / active EE | $815 | $2,052-60.3% | $2,761-70.5% | $2,343-65.2% |
| Participant deferral / active EE | $0 | $2,466-100.0% | $3,330-100.0% | $3,332-100.0% |
| Admin fee / account holder | $573 | $2,834-79.8% | $3,601-84.1% | $4,645-87.7% |