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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 | $20,380 | $39,126-47.9% | $57,181-64.4% | $62,891-67.6% |
| Participation rate | 88.2% | 70.5%+17.7pp | 75.3%+12.9pp | 69.3%+18.9pp |
| Annual return | 7.59% | 9.24%-1.6pp | 14.59%-7.0pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,515 | $1,874-19.2% | $2,682-43.5% | $2,281-33.6% |
| Participant deferral / active EE | $700 | $2,374-70.5% | $3,096-77.4% | $3,203-78.1% |
| Admin fee / account holder | $1,586 | $2,593-38.8% | $3,139-49.5% | $4,296-63.1% |