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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 | $26,868 | $153,311-82.5% | $109,313-75.4% | $273,972-90.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 1.35% | 29.86%-28.5pp | 22.07%-20.7pp | 41.46%-40.1pp |
| Employer contribution / active EE | $2,000 | $5,619-64.4% | $3,892-48.6% | $4,869-58.9% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $501 | $8,076-93.8% | $5,666-91.2% | $10,133-95.1% |