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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 | $56,129 | $56,544-0.7% | $75,501-25.7% | $70,126-20.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 16.94% | 23.59%-6.6pp | 27.35%-10.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $414 | $1,817-77.2% | $2,352-82.4% | $2,343-82.3% |
| Participant deferral / active EE | $622 | $2,580-75.9% | $3,142-80.2% | $3,332-81.3% |
| Admin fee / account holder | $527 | $3,827-86.2% | $5,801-90.9% | $4,645-88.7% |