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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 | $23,343 | $77,896-70.0% | $134,172-82.6% | $82,448-71.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 15.21% | 18.21%-3.0pp | 25.30%-10.1pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,134 | $2,159-47.5% | $3,420-66.9% | $2,551-55.6% |
| Participant deferral / active EE | $585 | $3,162-81.5% | $4,690-87.5% | $4,139-85.9% |
| Admin fee / account holder | $9,813 | $6,336+54.9% | $12,016-18.3% | $7,234+35.7% |