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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 | $21,548 | $49,249-56.2% | $70,476-69.4% | $79,852-73.0% |
| Participation rate | 95.9% | 69.2%+26.8pp | 75.1%+20.9pp | 69.6%+26.3pp |
| Annual return | 10.92% | 30.09%-19.2pp | 109.12%-98.2pp | 31.72%-20.8pp |
| Employer contribution / active EE | $507 | $2,100-75.8% | $2,738-81.5% | $2,471-79.5% |
| Participant deferral / active EE | $690 | $2,769-75.1% | $3,710-81.4% | $3,740-81.5% |
| Admin fee / account holder | $430 | $2,878-85.1% | $3,847-88.8% | $5,306-91.9% |