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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 | $35,652 | $96,562-63.1% | $80,976-56.0% | $273,968-87.0% |
| Participation rate | 80.0% | 79.1%+0.9pp | 75.8%+4.2pp | 83.0%-3.0pp |
| Annual return | 10.36% | 15.14%-4.8pp | 17.10%-6.7pp | 41.45%-31.1pp |
| Employer contribution / active EE | $558 | $4,868-88.5% | $3,714-85.0% | $4,869-88.5% |
| Participant deferral / active EE | $878 | $6,597-86.7% | $5,696-84.6% | $5,287-83.4% |
| Admin fee / account holder | $871 | $7,493-88.4% | $5,516-84.2% | $10,132-91.4% |