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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 | $76,407-63.6% | $150,298-81.5% | $82,448-66.3% |
| Participation rate | 70.7% | 66.4%+4.3pp | 77.8%-7.0pp | 68.1%+2.7pp |
| Annual return | 15.86% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,938 | $2,614-25.8% | $4,154-53.3% | $2,551-24.0% |
| Participant deferral / active EE | $41 | $3,214-98.7% | $5,453-99.2% | $4,139-99.0% |
| Admin fee / account holder | $603 | $6,352-90.5% | $14,116-95.7% | $7,234-91.7% |