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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 | $24,565 | $47,479-48.3% | $62,929-61.0% | $82,448-70.2% |
| Participation rate | 82.5% | 66.9%+15.6pp | 73.1%+9.4pp | 68.1%+14.4pp |
| Annual return | 15.07% | 20.34%-5.3pp | 1063.93%-1048.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,127 | $1,885-40.2% | $2,505-55.0% | $2,551-55.8% |
| Participant deferral / active EE | $457 | $2,870-84.1% | $3,888-88.2% | $4,139-89.0% |
| Admin fee / account holder | $2,437 | $3,804-35.9% | $5,065-51.9% | $7,234-66.3% |