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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 | $26,537 | $39,132-32.2% | $57,196-53.6% | $62,881-57.8% |
| Participation rate | 92.2% | 70.5%+21.7pp | 75.3%+16.9pp | 69.3%+22.9pp |
| Annual return | 21.82% | 9.24%+12.6pp | 14.59%+7.2pp | 20.14%+1.7pp |
| Employer contribution / active EE | $717 | $1,874-61.7% | $2,683-73.3% | $2,281-68.6% |
| Participant deferral / active EE | $717 | $2,374-69.8% | $3,096-76.8% | $3,203-77.6% |
| Admin fee / account holder | $1,043 | $2,594-59.8% | $3,141-66.8% | $4,296-75.7% |