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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 | $32,704 | $58,493-44.1% | $84,023-61.1% | $72,976-55.2% |
| Participation rate | 88.0% | 61.2%+26.8pp | 69.0%+19.0pp | 69.5%+18.5pp |
| Annual return | 20.06% | 28.93%-8.9pp | 71.32%-51.3pp | 81.02%-61.0pp |
| Employer contribution / active EE | $601 | $1,163-48.3% | $1,984-69.7% | $2,440-75.4% |
| Participant deferral / active EE | $852 | $2,394-64.4% | $3,239-73.7% | $3,608-76.4% |
| Admin fee / account holder | $1,107 | $4,569-75.8% | $6,102-81.9% | $5,124-78.4% |