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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 | $11,759 | $64,920-81.9% | $103,693-88.7% | $86,983-86.5% |
| Participation rate | 96.6% | 63.6%+33.0pp | 72.6%+23.9pp | 69.5%+27.0pp |
| Annual return | 14.81% | 30.29%-15.5pp | 47.61%-32.8pp | 25.83%-11.0pp |
| Employer contribution / active EE | $1,025 | $2,141-52.1% | $2,920-64.9% | $2,584-60.4% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $534 | $6,191-91.4% | $7,858-93.2% | $7,856-93.2% |