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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 | $20,508 | $45,079-54.5% | $69,461-70.5% | $72,983-71.9% |
| Participation rate | 98.2% | 68.5%+29.7pp | 74.6%+23.6pp | 69.5%+28.7pp |
| Annual return | 11.18% | 22.65%-11.5pp | 28.97%-17.8pp | 81.01%-69.8pp |
| Employer contribution / active EE | $811 | $2,055-60.5% | $2,779-70.8% | $2,440-66.8% |
| Participant deferral / active EE | $535 | $2,603-79.4% | $3,536-84.9% | $3,608-85.2% |
| Admin fee / account holder | $788 | $3,056-74.2% | $3,840-79.5% | $5,124-84.6% |