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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 | $17,188 | $51,207-66.4% | $70,565-75.6% | $75,177-77.1% |
| Participation rate | 74.5% | 61.0%+13.5pp | 68.4%+6.1pp | 67.2%+7.3pp |
| Annual return | 16.24% | 30.05%-13.8pp | 32.79%-16.6pp | 160.75%-144.5pp |
| Employer contribution / active EE | $1,025 | $1,826-43.9% | $2,976-65.6% | $2,671-61.6% |
| Participant deferral / active EE | $730 | $2,850-74.4% | $4,568-84.0% | $4,126-82.3% |
| Admin fee / account holder | $3,108 | $4,097-24.2% | $6,430-51.7% | $5,651-45.0% |