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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 | $22,232 | $69,248-67.9% | $64,101-65.3% | $139,466-84.1% |
| Participation rate | 91.7% | 75.6%+16.1pp | 72.3%+19.4pp | 80.3%+11.3pp |
| Annual return | 21.19% | 45.95%-24.8pp | 33.72%-12.5pp | 373.66%-352.5pp |
| Employer contribution / active EE | $1,790 | $3,185-43.8% | $2,749-34.9% | $4,754-62.3% |
| Participant deferral / active EE | $467 | $4,682-90.0% | $3,881-88.0% | $6,712-93.0% |
| Admin fee / account holder | $4,647 | $4,247+9.4% | $3,070+51.3% | $11,409-59.3% |