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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 | $27,639 | $77,574-64.4% | $108,753-74.6% | $86,983-68.2% |
| Participation rate | 76.0% | 62.3%+13.7pp | 71.1%+4.9pp | 69.5%+6.5pp |
| Annual return | 12.66% | 18.42%-5.8pp | 37.47%-24.8pp | 25.83%-13.2pp |
| Employer contribution / active EE | $875 | $1,611-45.7% | $2,427-63.9% | $2,584-66.1% |
| Participant deferral / active EE | $1,020 | $3,128-67.4% | $4,115-75.2% | $4,194-75.7% |
| Admin fee / account holder | $795 | $6,529-87.8% | $10,320-92.3% | $7,856-89.9% |