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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 | $17,141 | $43,075-60.2% | $74,577-77.0% | $62,881-72.7% |
| Participation rate | 98.9% | 58.1%+40.9pp | 68.1%+30.8pp | 69.3%+29.6pp |
| Annual return | 5.88% | 17.50%-11.6pp | 20.47%-14.6pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,849 | $1,498+23.5% | $2,525-26.8% | $2,281-18.9% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $376 | $2,840-86.8% | $4,138-90.9% | $4,296-91.3% |