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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 | $23,639 | $75,962-68.9% | $154,108-84.7% | $64,173-63.2% |
| Participation rate | 87.2% | 70.4%+16.8pp | 83.0%+4.1pp | 69.6%+17.6pp |
| Annual return | 8.17% | 30.32%-22.1pp | 735.21%-727.0pp | 7.63%+0.5pp |
| Employer contribution / active EE | $1,328 | $3,350-60.4% | $5,298-74.9% | $2,381-44.2% |
| Participant deferral / active EE | $729 | $3,175-77.0% | $5,081-85.6% | $3,470-79.0% |
| Admin fee / account holder | $1,374 | $5,589-75.4% | $13,411-89.8% | $4,887-71.9% |