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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 | $14,773 | $49,255-70.0% | $70,494-79.0% | $79,856-81.5% |
| Participation rate | 97.2% | 69.2%+28.1pp | 75.1%+22.2pp | 69.6%+27.6pp |
| Annual return | 14.37% | 30.10%-15.7pp | 109.16%-94.8pp | 31.71%-17.3pp |
| Employer contribution / active EE | $431 | $2,100-79.5% | $2,738-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $613 | $2,768-77.9% | $3,711-83.5% | $3,741-83.6% |
| Admin fee / account holder | $1,864 | $2,879-35.3% | $3,848-51.6% | $5,306-64.9% |