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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 | $20,971 | $39,132-46.4% | $57,196-63.3% | $62,881-66.6% |
| Participation rate | 88.9% | 70.5%+18.4pp | 75.3%+13.6pp | 69.3%+19.6pp |
| Annual return | 2.86% | 9.24%-6.4pp | 14.59%-11.7pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,316 | $1,874-29.8% | $2,683-51.0% | $2,281-42.3% |
| Participant deferral / active EE | $447 | $2,374-81.2% | $3,096-85.6% | $3,203-86.0% |
| Admin fee / account holder | $2,338 | $2,594-9.9% | $3,141-25.5% | $4,296-45.6% |