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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 | $22,848 | $81,504-72.0% | $102,437-77.7% | $80,959-71.8% |
| Participation rate | 88.5% | 66.9%+21.7pp | 74.5%+14.0pp | 67.7%+20.9pp |
| Annual return | 10.74% | 25.60%-14.9pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,575 | $3,104-49.3% | $3,871-59.3% | $2,757-42.9% |
| Participant deferral / active EE | $629 | $3,871-83.8% | $5,060-87.6% | $4,300-85.4% |
| Admin fee / account holder | $2,728 | $6,719-59.4% | $8,388-67.5% | $6,925-60.6% |