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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 | $54,382 | $60,349-9.9% | $74,184-26.7% | $62,881-13.5% |
| Participation rate | 92.7% | 72.7%+20.0pp | 76.6%+16.1pp | 69.3%+23.4pp |
| Annual return | 8.39% | 21.38%-13.0pp | 17.74%-9.3pp | 20.14%-11.8pp |
| Employer contribution / active EE | $388 | $1,680-76.9% | $2,370-83.6% | $2,281-83.0% |
| Participant deferral / active EE | $341 | $2,856-88.1% | $3,550-90.4% | $3,203-89.4% |
| Admin fee / account holder | $1,216 | $4,261-71.5% | $5,586-78.2% | $4,296-71.7% |