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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 | $13,618 | $77,638-82.5% | $156,551-91.3% | $62,881-78.3% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.0pp | 69.3%+27.8pp |
| Annual return | 5.80% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $582 | $3,444-83.1% | $5,501-89.4% | $2,281-74.5% |
| Participant deferral / active EE | $558 | $3,046-81.7% | $4,871-88.5% | $3,203-82.6% |
| Admin fee / account holder | $1,082 | $5,561-80.5% | $13,028-91.7% | $4,296-74.8% |