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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 | $14,921 | $77,920-80.9% | $149,723-90.0% | $75,177-80.2% |
| Participation rate | 82.8% | 65.6%+17.2pp | 78.8%+4.0pp | 67.2%+15.6pp |
| Annual return | 14.02% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.7pp |
| Employer contribution / active EE | $654 | $3,138-79.2% | $4,821-86.4% | $2,671-75.5% |
| Participant deferral / active EE | $548 | $3,411-83.9% | $5,682-90.4% | $4,126-86.7% |
| Admin fee / account holder | $1,037 | $5,951-82.6% | $13,215-92.2% | $5,651-81.7% |