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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 | $19,805 | $48,078-58.8% | $78,676-74.8% | $62,881-68.5% |
| Participation rate | 70.0% | 65.2%+4.8pp | 73.6%-3.6pp | 69.3%+0.7pp |
| Annual return | 6.35% | 31.36%-25.0pp | 62.19%-55.8pp | 20.14%-13.8pp |
| Employer contribution / active EE | $1,954 | $2,015-3.0% | $2,850-31.4% | $2,281-14.3% |
| Participant deferral / active EE | $642 | $2,587-75.2% | $3,517-81.7% | $3,203-80.0% |
| Admin fee / account holder | $1,529 | $3,206-52.3% | $4,510-66.1% | $4,296-64.4% |