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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 | $48,284-50.8% | $67,524-64.9% | $80,911-70.7% |
| Participation rate | 79.5% | 66.4%+13.1pp | 72.9%+6.6pp | 67.6%+11.8pp |
| Annual return | 13.84% | 18.27%-4.4pp | 3519.41%-3505.6pp | 35.63%-21.8pp |
| Employer contribution / active EE | $796 | $2,021-60.6% | $2,734-70.9% | $2,756-71.1% |
| Participant deferral / active EE | $429 | $2,927-85.3% | $4,001-89.3% | $4,297-90.0% |
| Admin fee / account holder | $2,947 | $3,688-20.1% | $4,001-26.3% | $6,935-57.5% |