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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 | $14,640 | $45,050-67.5% | $63,018-76.8% | $70,126-79.1% |
| Participation rate | 95.3% | 69.5%+25.8pp | 74.8%+20.5pp | 69.5%+25.8pp |
| Annual return | 11.73% | 18.76%-7.0pp | 87.62%-75.9pp | 73.15%-61.4pp |
| Employer contribution / active EE | $664 | $2,052-67.6% | $2,761-75.9% | $2,343-71.6% |
| Participant deferral / active EE | $290 | $2,466-88.2% | $3,330-91.3% | $3,332-91.3% |
| Admin fee / account holder | $5,197 | $2,834+83.4% | $3,601+44.3% | $4,645+11.9% |