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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 | $40,998 | $45,082-9.1% | $69,464-41.0% | $72,975-43.8% |
| Participation rate | 79.3% | 68.5%+10.8pp | 74.6%+4.7pp | 69.5%+9.8pp |
| Annual return | 17.96% | 22.66%-4.7pp | 28.98%-11.0pp | 81.01%-63.1pp |
| Employer contribution / active EE | $404 | $2,055-80.3% | $2,779-85.5% | $2,440-83.4% |
| Participant deferral / active EE | $276 | $2,604-89.4% | $3,536-92.2% | $3,608-92.4% |
| Admin fee / account holder | $808 | $3,057-73.6% | $3,840-79.0% | $5,124-84.2% |