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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 | $27,775 | $86,050-67.7% | $189,758-85.4% | $94,015-70.5% |
| Participation rate | 70.7% | 68.9%+1.8pp | 79.8%-9.1pp | 70.8%-0.1pp |
| Annual return | 15.86% | 17.77%-1.9pp | 52.62%-36.8pp | 17.84%-2.0pp |
| Employer contribution / active EE | $1,938 | $2,819-31.2% | $4,767-59.3% | $2,790-30.5% |
| Participant deferral / active EE | $41 | $3,349-98.8% | $5,856-99.3% | $4,249-99.0% |
| Admin fee / account holder | $603 | $6,627-90.9% | $20,388-97.0% | $8,951-93.3% |