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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 | $48,011-48.8% | $63,803-61.5% | $82,637-70.3% |
| Participation rate | 82.5% | 66.6%+15.9pp | 72.7%+9.8pp | 68.1%+14.4pp |
| Annual return | 15.07% | 19.84%-4.8pp | 543.72%-528.7pp | 53.51%-38.4pp |
| Employer contribution / active EE | $1,127 | $1,904-40.8% | $2,532-55.5% | $2,552-55.9% |
| Participant deferral / active EE | $457 | $2,846-83.9% | $3,843-88.1% | $4,126-88.9% |
| Admin fee / account holder | $2,437 | $3,873-37.1% | $5,196-53.1% | $7,339-66.8% |