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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 | $21,751 | $43,730-50.3% | $121,208-82.1% | $64,181-66.1% |
| Participation rate | 98.2% | 58.3%+39.9pp | 71.8%+26.5pp | 69.6%+28.6pp |
| Annual return | 9.99% | 68.94%-58.9pp | 16.93%-6.9pp | 7.63%+2.4pp |
| Employer contribution / active EE | $1,709 | $1,297+31.8% | $4,023-57.5% | $2,381-28.2% |
| Participant deferral / active EE | $845 | $2,281-62.9% | $3,345-74.7% | $3,470-75.6% |
| Admin fee / account holder | $512 | $3,502-85.4% | $5,020-89.8% | $4,887-89.5% |