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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 | $16,749 | $75,962-78.0% | $154,111-89.1% | $64,173-73.9% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | 4.62% | 30.32%-25.7pp | 735.18%-730.6pp | 7.63%-3.0pp |
| Employer contribution / active EE | $2,293 | $3,350-31.5% | $5,298-56.7% | $2,381-3.7% |
| Participant deferral / active EE | $639 | $3,175-79.9% | $5,081-87.4% | $3,470-81.6% |
| Admin fee / account holder | $1,696 | $5,589-69.7% | $13,411-87.4% | $4,887-65.3% |