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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 | $23,648 | $72,177-67.2% | $115,038-79.4% | $59,633-60.3% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | 1.09% | 12.02%-10.9pp | 26.14%-25.1pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $691 | $2,841-75.7% | $4,608-85.0% | $2,203-68.6% |
| Participant deferral / active EE | $764 | $4,783-84.0% | $6,026-87.3% | $3,192-76.1% |
| Admin fee / account holder | $714 | $4,927-85.5% | $8,175-91.3% | $4,297-83.4% |