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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 | $18,496 | $86,050-78.5% | $189,758-90.3% | $94,015-80.3% |
| Participation rate | 85.2% | 68.9%+16.3pp | 79.8%+5.4pp | 70.8%+14.4pp |
| Annual return | 14.60% | 17.77%-3.2pp | 52.62%-38.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $933 | $2,819-66.9% | $4,767-80.4% | $2,790-66.5% |
| Participant deferral / active EE | $912 | $3,349-72.8% | $5,856-84.4% | $4,249-78.5% |
| Admin fee / account holder | $580 | $6,627-91.3% | $20,388-97.2% | $8,951-93.5% |