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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 | $25,557 | $40,275-36.5% | $57,356-55.4% | $59,633-57.1% |
| Participation rate | 81.9% | 69.1%+12.8pp | 75.1%+6.9pp | 68.7%+13.3pp |
| Annual return | 1.93% | 27.52%-25.6pp | 24.41%-22.5pp | 2041.45%-2039.5pp |
| Employer contribution / active EE | $326 | $1,921-83.1% | $2,689-87.9% | $2,203-85.2% |
| Participant deferral / active EE | $267 | $2,400-88.9% | $3,162-91.6% | $3,192-91.6% |
| Admin fee / account holder | $509 | $2,820-81.9% | $3,357-84.8% | $4,297-88.1% |