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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 | $25,298 | $99,345-74.5% | $84,753-70.2% | $273,972-90.8% |
| Participation rate | 77.8% | 80.7%-2.9pp | 76.6%+1.2pp | 83.0%-5.2pp |
| Annual return | 2.75% | 22.93%-20.2pp | 22.78%-20.0pp | 41.46%-38.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $839 | $4,270-80.4% | $3,712-77.4% | $5,287-84.1% |
| Admin fee / account holder | $12,000 | $6,645+80.6% | $5,333+125.0% | $10,133+18.4% |