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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 | $17,973 | $39,132-54.1% | $57,196-68.6% | $62,881-71.4% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | 6.74% | 9.24%-2.5pp | 14.59%-7.9pp | 20.14%-13.4pp |
| Employer contribution / active EE | $469 | $1,874-75.0% | $2,683-82.5% | $2,281-79.5% |
| Participant deferral / active EE | $474 | $2,374-80.0% | $3,096-84.7% | $3,203-85.2% |
| Admin fee / account holder | $844 | $2,594-67.5% | $3,141-73.1% | $4,296-80.4% |