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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 | $23,733 | $48,337-50.9% | $67,560-64.9% | $80,959-70.7% |
| Participation rate | 79.5% | 66.4%+13.1pp | 72.9%+6.6pp | 67.7%+11.8pp |
| Annual return | 13.84% | 18.26%-4.4pp | 3533.50%-3519.7pp | 35.67%-21.8pp |
| Employer contribution / active EE | $796 | $2,023-60.6% | $2,737-70.9% | $2,757-71.1% |
| Participant deferral / active EE | $429 | $2,928-85.4% | $4,004-89.3% | $4,300-90.0% |
| Admin fee / account holder | $2,947 | $3,695-20.3% | $3,994-26.2% | $6,925-57.5% |