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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 | $23,127 | $48,364-52.2% | $71,796-67.8% | $62,881-63.2% |
| Participation rate | 95.5% | 60.6%+34.8pp | 69.1%+26.3pp | 69.3%+26.1pp |
| Annual return | 10.02% | 13.16%-3.1pp | 78.04%-68.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $923 | $1,042-11.4% | $1,924-52.0% | $2,281-59.5% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $636 | $3,771-83.1% | $4,815-86.8% | $4,296-85.2% |