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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 | $72,607-61.6% | $90,259-69.1% | $87,485-68.2% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 18.57% | 18.59%0pp | 18.88%-0.3pp | 26.06%-7.5pp |
| Employer contribution / active EE | $2,500 | $1,919+30.2% | $2,291+9.1% | $2,596-3.7% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,401 | $5,947-76.4% | $7,267-80.7% | $7,775-82.0% |