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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 | $21,325 | $45,050-52.7% | $63,018-66.2% | $70,126-69.6% |
| Participation rate | 86.3% | 69.5%+16.8pp | 74.8%+11.5pp | 69.5%+16.7pp |
| Annual return | 11.79% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $587 | $2,052-71.4% | $2,761-78.7% | $2,343-74.9% |
| Participant deferral / active EE | $468 | $2,466-81.0% | $3,330-85.9% | $3,332-85.9% |
| Admin fee / account holder | $552 | $2,834-80.5% | $3,601-84.7% | $4,645-88.1% |