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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 | $29,826 | $45,050-33.8% | $63,018-52.7% | $70,126-57.5% |
| Participation rate | 94.6% | 69.5%+25.1pp | 74.8%+19.8pp | 69.5%+25.1pp |
| Annual return | 12.42% | 18.76%-6.3pp | 87.62%-75.2pp | 73.15%-60.7pp |
| Employer contribution / active EE | $1,262 | $2,052-38.5% | $2,761-54.3% | $2,343-46.1% |
| Participant deferral / active EE | $221 | $2,466-91.0% | $3,330-93.4% | $3,332-93.4% |
| Admin fee / account holder | $1,049 | $2,834-63.0% | $3,601-70.9% | $4,645-77.4% |