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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 | $26,050 | $52,306-50.2% | $69,779-62.7% | $62,881-58.6% |
| Participation rate | 91.7% | 67.2%+24.4pp | 71.8%+19.8pp | 69.3%+22.4pp |
| Annual return | 6.40% | 13.35%-7.0pp | 12.99%-6.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $2,579 | $1,799+43.3% | $2,338+10.3% | $2,281+13.1% |
| Participant deferral / active EE | $0 | $2,395-100.0% | $2,931-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,227 | $3,691-66.7% | $4,381-72.0% | $4,296-71.4% |