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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 | $52,142 | $67,602-22.9% | $82,312-36.7% | $70,126-25.6% |
| Participation rate | 84.6% | 72.8%+11.8pp | 76.9%+7.7pp | 69.5%+15.1pp |
| Annual return | 17.91% | 21.57%-3.7pp | 25.88%-8.0pp | 73.15%-55.2pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,025 | $2,987-65.7% | $3,706-72.4% | $3,332-69.2% |
| Admin fee / account holder | $517 | $4,512-88.5% | $5,608-90.8% | $4,645-88.9% |