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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 | $18,942 | $43,344-56.3% | $59,899-68.4% | $64,173-70.5% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -3.61% | -1.55%-2.1pp | 3.46%-7.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $721 | $2,030-64.5% | $2,723-73.5% | $2,381-69.7% |
| Participant deferral / active EE | $721 | $2,547-71.7% | $3,402-78.8% | $3,470-79.2% |
| Admin fee / account holder | $2,363 | $3,008-21.5% | $3,592-34.2% | $4,887-51.7% |