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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 | $22,093 | $107,809-79.5% | $97,032-77.2% | $155,188-85.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 18.58% | 38.06%-19.5pp | 35.38%-16.8pp | 148.84%-130.3pp |
| Employer contribution / active EE | $409 | $2,911-86.0% | $2,629-84.5% | $4,248-90.4% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $514 | $10,717-95.2% | $9,418-94.5% | $14,480-96.5% |