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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 | $32,603 | $45,050-27.6% | $63,018-48.3% | $70,126-53.5% |
| Participation rate | 80.3% | 69.5%+10.8pp | 74.8%+5.5pp | 69.5%+10.8pp |
| Annual return | 14.68% | 18.76%-4.1pp | 87.62%-72.9pp | 73.15%-58.5pp |
| Employer contribution / active EE | $479 | $2,052-76.6% | $2,761-82.6% | $2,343-79.5% |
| Participant deferral / active EE | $357 | $2,466-85.5% | $3,330-89.3% | $3,332-89.3% |
| Admin fee / account holder | $1,526 | $2,834-46.1% | $3,601-57.6% | $4,645-67.1% |