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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 | $9,884 | $122,962-92.0% | $71,585-86.2% | $138,895-92.9% |
| Participation rate | 80.0% | 68.9%+11.1pp | 68.2%+11.8pp | 79.9%+0.1pp |
| Annual return | 7.61% | 37.84%-30.2pp | 59.26%-51.6pp | 145.39%-137.8pp |
| Employer contribution / active EE | $540 | $2,620-79.4% | $1,669-67.6% | $4,194-87.1% |
| Participant deferral / active EE | $210 | $4,311-95.1% | $2,923-92.8% | $6,396-96.7% |
| Admin fee / account holder | $5,034 | $6,488-22.4% | $4,712+6.8% | $12,562-59.9% |