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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 | $15,091 | $54,757-72.4% | $90,304-83.3% | $72,975-79.3% |
| Participation rate | 74.1% | 65.2%+9.0pp | 73.3%+0.8pp | 69.5%+4.6pp |
| Annual return | 25.38% | 30.63%-5.3pp | 78.13%-52.8pp | 81.01%-55.6pp |
| Employer contribution / active EE | $1,017 | $2,093-51.4% | $2,855-64.4% | $2,440-58.3% |
| Participant deferral / active EE | $640 | $2,887-77.8% | $3,885-83.5% | $3,608-82.2% |
| Admin fee / account holder | $2,083 | $3,973-47.6% | $5,354-61.1% | $5,124-59.3% |