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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 | $28,506 | $45,082-36.8% | $69,464-59.0% | $72,975-60.9% |
| Participation rate | 95.9% | 68.5%+27.4pp | 74.6%+21.3pp | 69.5%+26.4pp |
| Annual return | 19.68% | 22.66%-3.0pp | 28.98%-9.3pp | 81.01%-61.3pp |
| Employer contribution / active EE | $730 | $2,055-64.5% | $2,779-73.7% | $2,440-70.1% |
| Participant deferral / active EE | $731 | $2,604-71.9% | $3,536-79.3% | $3,608-79.7% |
| Admin fee / account holder | $474 | $3,057-84.5% | $3,840-87.6% | $5,124-90.7% |