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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 | $28,683 | $54,380-47.3% | $68,509-58.1% | $59,632-51.9% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 68.7%+31.3pp |
| Annual return | 2.85% | 2.83%0pp | 8.27%-5.4pp | 2041.32%-2038.5pp |
| Employer contribution / active EE | $1,071 | $1,539-30.4% | $2,278-53.0% | $2,203-51.4% |
| Participant deferral / active EE | $149 | $2,643-94.4% | $3,382-95.6% | $3,192-95.3% |
| Admin fee / account holder | $990 | $3,885-74.5% | $5,275-81.2% | $4,297-77.0% |