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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 | $25,439 | $67,411-62.3% | $91,004-72.0% | $70,126-63.7% |
| Participation rate | 97.8% | 71.4%+26.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 15.11% | -40.16%+55.3pp | 4.60%+10.5pp | 73.15%-58.0pp |
| Employer contribution / active EE | $493 | $1,786-72.4% | $2,456-79.9% | $2,343-79.0% |
| Participant deferral / active EE | $794 | $2,823-71.9% | $3,548-77.6% | $3,332-76.2% |
| Admin fee / account holder | $754 | $4,236-82.2% | $5,417-86.1% | $4,645-83.8% |