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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 | $21,589 | $100,262-78.5% | $81,370-73.5% | $145,897-85.2% |
| Participation rate | 95.0% | 74.3%+20.7pp | 69.5%+25.5pp | 80.3%+14.7pp |
| Annual return | 16.43% | 34.52%-18.1pp | 24.85%-8.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,964 | $2,979-34.1% | $2,464-20.3% | $4,663-57.9% |
| Participant deferral / active EE | $822 | $4,612-82.2% | $3,885-78.8% | $6,689-87.7% |
| Admin fee / account holder | $441 | $8,163-94.6% | $5,749-92.3% | $13,390-96.7% |