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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 | $26,340 | $71,353-63.1% | $92,805-71.6% | $86,983-69.7% |
| Participation rate | 80.0% | 80.9%-0.9pp | 83.5%-3.5pp | 69.5%+10.5pp |
| Annual return | 16.82% | 44.68%-27.9pp | 31.59%-14.8pp | 25.83%-9.0pp |
| Employer contribution / active EE | $344 | $2,468-86.0% | $3,424-89.9% | $2,584-86.7% |
| Participant deferral / active EE | $903 | $6,966-87.0% | $8,448-89.3% | $4,194-78.5% |
| Admin fee / account holder | $956 | $6,099-84.3% | $10,911-91.2% | $7,856-87.8% |