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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 | $24,927 | $40,275-38.1% | $57,356-56.5% | $59,633-58.2% |
| Participation rate | 77.8% | 69.1%+8.6pp | 75.1%+2.7pp | 68.7%+9.1pp |
| Annual return | 0.53% | 27.52%-27.0pp | 24.41%-23.9pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $840 | $1,921-56.3% | $2,689-68.8% | $2,203-61.9% |
| Participant deferral / active EE | $488 | $2,400-79.7% | $3,162-84.6% | $3,192-84.7% |
| Admin fee / account holder | $4,871 | $2,820+72.7% | $3,357+45.1% | $4,297+13.4% |