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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 | $58,100 | $58,493-0.7% | $84,023-30.9% | $72,976-20.4% |
| Participation rate | 76.7% | 61.2%+15.4pp | 69.0%+7.6pp | 69.5%+7.2pp |
| Annual return | 16.85% | 28.93%-12.1pp | 71.32%-54.5pp | 81.02%-64.2pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $864 | $2,394-63.9% | $3,239-73.3% | $3,608-76.0% |
| Admin fee / account holder | $795 | $4,569-82.6% | $6,102-87.0% | $5,124-84.5% |