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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 | $15,502 | $59,839-74.1% | $81,991-81.1% | $79,852-80.6% |
| Participation rate | 84.9% | 61.6%+23.3pp | 69.3%+15.7pp | 69.6%+15.3pp |
| Annual return | 11.47% | 17.56%-6.1pp | 41.31%-29.8pp | 31.72%-20.2pp |
| Employer contribution / active EE | $914 | $1,713-46.7% | $2,498-63.4% | $2,471-63.0% |
| Participant deferral / active EE | $720 | $2,695-73.3% | $3,722-80.7% | $3,740-80.7% |
| Admin fee / account holder | $699 | $4,287-83.7% | $5,665-87.7% | $5,306-86.8% |