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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 | $78,197-66.3% | $98,090-73.1% | $82,637-68.1% |
| Participation rate | 80.0% | 77.5%+2.5pp | 81.5%-1.5pp | 68.1%+11.9pp |
| Annual return | 16.82% | 40.25%-23.4pp | 37.05%-20.2pp | 53.51%-36.7pp |
| Employer contribution / active EE | $344 | $2,605-86.8% | $3,606-90.5% | $2,552-86.5% |
| Participant deferral / active EE | $903 | $6,636-86.4% | $7,845-88.5% | $4,126-78.1% |
| Admin fee / account holder | $956 | $14,832-93.6% | $11,815-91.9% | $7,339-87.0% |