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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 | $16,371 | $84,236-80.6% | $170,435-90.4% | $70,126-76.7% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 16.28% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $554 | $3,387-83.6% | $5,432-89.8% | $2,343-76.3% |
| Participant deferral / active EE | $532 | $3,086-82.8% | $4,939-89.2% | $3,332-84.0% |
| Admin fee / account holder | $610 | $5,698-89.3% | $13,881-95.6% | $4,645-86.9% |