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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 | $15,420 | $84,236-81.7% | $170,435-91.0% | $70,126-78.0% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 13.24% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $493 | $3,387-85.4% | $5,432-90.9% | $2,343-78.9% |
| Participant deferral / active EE | $712 | $3,086-76.9% | $4,939-85.6% | $3,332-78.6% |
| Admin fee / account holder | $1,350 | $5,698-76.3% | $13,881-90.3% | $4,645-70.9% |