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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 | $45,309 | $85,766-47.2% | $136,298-66.8% | $70,126-35.4% |
| Participation rate | 75.9% | 74.2%+1.7pp | 81.9%-6.1pp | 69.5%+6.3pp |
| Annual return | 15.21% | 31.46%-16.2pp | 5156.27%-5141.1pp | 73.15%-57.9pp |
| Employer contribution / active EE | $2,542 | $2,966-14.3% | $4,696-45.9% | $2,343+8.5% |
| Participant deferral / active EE | $1,172 | $5,051-76.8% | $6,247-81.2% | $3,332-64.8% |
| Admin fee / account holder | $4,946 | $5,421-8.8% | $9,244-46.5% | $4,645+6.5% |