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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 | $15,591 | $111,814-86.1% | $103,374-84.9% | $145,959-89.3% |
| Participation rate | 94.4% | 77.9%+16.5pp | 74.5%+19.9pp | 80.3%+14.2pp |
| Annual return | 13.98% | 24.77%-10.8pp | 24.89%-10.9pp | 561.95%-548.0pp |
| Employer contribution / active EE | $1,642 | $4,214-61.0% | $3,869-57.6% | $4,661-64.8% |
| Participant deferral / active EE | $675 | $5,618-88.0% | $5,058-86.7% | $6,689-89.9% |
| Admin fee / account holder | $640 | $9,754-93.4% | $8,394-92.4% | $13,398-95.2% |