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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 | $19,283 | $56,054-65.6% | $171,082-88.7% | $62,881-69.3% |
| Participation rate | 85.2% | 62.9%+22.3pp | 76.7%+8.5pp | 69.3%+15.9pp |
| Annual return | 5.41% | 22.52%-17.1pp | 32.56%-27.1pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,471 | $1,731+42.7% | $4,002-38.3% | $2,281+8.3% |
| Participant deferral / active EE | $670 | $3,158-78.8% | $4,797-86.0% | $3,203-79.1% |
| Admin fee / account holder | $606 | $3,647-83.4% | $8,520-92.9% | $4,296-85.9% |