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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 | $25,737 | $45,050-42.9% | $63,018-59.2% | $70,126-63.3% |
| Participation rate | 97.9% | 69.5%+28.4pp | 74.8%+23.1pp | 69.5%+28.4pp |
| Annual return | 19.55% | 18.76%+0.8pp | 87.62%-68.1pp | 73.15%-53.6pp |
| Employer contribution / active EE | $664 | $2,052-67.6% | $2,761-75.9% | $2,343-71.6% |
| Participant deferral / active EE | $664 | $2,466-73.0% | $3,330-80.0% | $3,332-80.1% |
| Admin fee / account holder | $1,063 | $2,834-62.5% | $3,601-70.5% | $4,645-77.1% |