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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 | $41,144 | $49,255-16.5% | $70,494-41.6% | $79,856-48.5% |
| Participation rate | 82.5% | 69.2%+13.3pp | 75.1%+7.4pp | 69.6%+12.8pp |
| Annual return | 6.31% | 30.10%-23.8pp | 109.16%-102.8pp | 31.71%-25.4pp |
| Employer contribution / active EE | $1,204 | $2,100-42.7% | $2,738-56.0% | $2,471-51.3% |
| Participant deferral / active EE | $629 | $2,768-77.3% | $3,711-83.1% | $3,741-83.2% |
| Admin fee / account holder | $1,727 | $2,879-40.0% | $3,848-55.1% | $5,306-67.5% |