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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 | $17,262 | $43,075-59.9% | $74,577-76.9% | $62,881-72.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 5.86% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,334 | $1,498-10.9% | $2,525-47.2% | $2,281-41.5% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,590 | $2,840-8.8% | $4,138-37.4% | $4,296-39.7% |