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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 | $24,293 | $93,064-73.9% | $74,577-67.4% | $273,972-91.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 10.07% | 26.18%-16.1pp | 20.47%-10.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $8,174 | $3,160+158.7% | $2,525+223.7% | $4,869+67.9% |
| Participant deferral / active EE | $210 | $4,160-94.9% | $3,458-93.9% | $5,287-96.0% |
| Admin fee / account holder | $642 | $5,273-87.8% | $4,138-84.5% | $10,133-93.7% |