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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 | $28,619 | $39,132-26.9% | $57,196-50.0% | $62,881-54.5% |
| Participation rate | 90.7% | 70.5%+20.3pp | 75.3%+15.4pp | 69.3%+21.4pp |
| Annual return | 5.56% | 9.24%-3.7pp | 14.59%-9.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,080 | $1,874-42.4% | $2,683-59.7% | $2,281-52.7% |
| Participant deferral / active EE | $204 | $2,374-91.4% | $3,096-93.4% | $3,203-93.6% |
| Admin fee / account holder | $459 | $2,594-82.3% | $3,141-85.4% | $4,296-89.3% |