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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 | $25,400 | $45,087-43.7% | $69,483-63.4% | $72,976-65.2% |
| Participation rate | 96.6% | 68.5%+28.1pp | 74.6%+22.0pp | 69.5%+27.1pp |
| Annual return | 23.61% | 22.67%+0.9pp | 28.99%-5.4pp | 81.02%-57.4pp |
| Employer contribution / active EE | $378 | $2,055-81.6% | $2,780-86.4% | $2,440-84.5% |
| Participant deferral / active EE | $378 | $2,603-85.5% | $3,537-89.3% | $3,608-89.5% |
| Admin fee / account holder | $786 | $3,057-74.3% | $3,841-79.5% | $5,124-84.7% |