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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 | $20,023 | $39,132-48.8% | $57,196-65.0% | $62,881-68.2% |
| Participation rate | 76.9% | 70.5%+6.4pp | 75.3%+1.6pp | 69.3%+7.6pp |
| Annual return | 9.49% | 9.24%+0.2pp | 14.59%-5.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $625 | $1,874-66.6% | $2,683-76.7% | $2,281-72.6% |
| Participant deferral / active EE | $675 | $2,374-71.6% | $3,096-78.2% | $3,203-78.9% |
| Admin fee / account holder | $2,320 | $2,594-10.6% | $3,141-26.1% | $4,296-46.0% |