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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 | $27,848 | $67,894-59.0% | $89,340-68.8% | $82,448-66.2% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 18.57% | 19.21%-0.6pp | 20.57%-2.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,500 | $1,828+36.8% | $2,231+12.0% | $2,551-2.0% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,401 | $5,723-75.5% | $6,704-79.1% | $7,234-80.6% |