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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 | $38,869 | $65,034-40.2% | $90,970-57.3% | $79,856-51.3% |
| Participation rate | 82.6% | 61.6%+21.0pp | 69.0%+13.6pp | 69.6%+13.0pp |
| Annual return | 16.00% | 30.45%-14.4pp | 134.60%-118.6pp | 31.71%-15.7pp |
| Employer contribution / active EE | $572 | $1,247-54.1% | $2,122-73.0% | $2,471-76.8% |
| Participant deferral / active EE | $837 | $2,512-66.7% | $3,373-75.2% | $3,741-77.6% |
| Admin fee / account holder | $2,420 | $4,536-46.6% | $5,961-59.4% | $5,306-54.4% |