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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 | $29,768 | $67,021-55.6% | $694,382-95.7% | $67,021-55.6% |
| Participation rate | 78.0% | 73.1%+5.0pp | 77.1%+0.9pp | 73.1%+5.0pp |
| Annual return | 17.01% | 48.20%-31.2pp | 9.66%+7.3pp | 48.20%-31.2pp |
| Employer contribution / active EE | $1,315 | $2,570-48.8% | $25,660-94.9% | $2,570-48.8% |
| Participant deferral / active EE | $889 | $2,835-68.6% | $1,431-37.9% | $2,835-68.6% |
| Admin fee / account holder | $1,637 | $5,490-70.2% | $15,543-89.5% | $5,490-70.2% |