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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 | $24,900 | $52,678-52.7% | $75,784-67.1% | $59,633-58.2% |
| Participation rate | 85.3% | 67.2%+18.1pp | 75.8%+9.5pp | 68.7%+16.7pp |
| Annual return | 0.09% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $2,240 | $2,193+2.1% | $3,323-32.6% | $2,203+1.7% |
| Participant deferral / active EE | $551 | $2,591-78.7% | $3,652-84.9% | $3,192-82.7% |
| Admin fee / account holder | $1,137 | $3,610-68.5% | $5,300-78.5% | $4,297-73.5% |