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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 | $19,287 | $81,276-76.3% | $155,574-87.6% | $80,925-76.2% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 13.01% | 33.36%-20.4pp | 64.87%-51.9pp | 35.65%-22.6pp |
| Employer contribution / active EE | $892 | $3,103-71.2% | $4,676-80.9% | $2,756-67.6% |
| Participant deferral / active EE | $659 | $3,453-80.9% | $5,629-88.3% | $4,299-84.7% |
| Admin fee / account holder | $1,034 | $7,993-87.1% | $15,914-93.5% | $6,940-85.1% |