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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 | $28,243 | $64,920-56.5% | $103,693-72.8% | $86,983-67.5% |
| Participation rate | 84.4% | 63.6%+20.9pp | 72.6%+11.8pp | 69.5%+14.9pp |
| Annual return | 12.97% | 30.29%-17.3pp | 47.61%-34.6pp | 25.83%-12.9pp |
| Employer contribution / active EE | $1,509 | $2,141-29.5% | $2,920-48.3% | $2,584-41.6% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $697 | $6,191-88.7% | $7,858-91.1% | $7,856-91.1% |