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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 | $19,274 | $52,306-63.2% | $69,779-72.4% | $62,881-69.3% |
| Participation rate | 97.3% | 67.2%+30.1pp | 71.8%+25.5pp | 69.3%+28.0pp |
| Annual return | 5.77% | 13.35%-7.6pp | 12.99%-7.2pp | 20.14%-14.4pp |
| Employer contribution / active EE | $340 | $1,799-81.1% | $2,338-85.5% | $2,281-85.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,430 | $3,691-61.3% | $4,381-67.4% | $4,296-66.7% |