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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 | $39,836 | $85,766-53.6% | $136,298-70.8% | $70,126-43.2% |
| Participation rate | 91.2% | 74.2%+17.0pp | 81.9%+9.3pp | 69.5%+21.6pp |
| Annual return | 15.90% | 31.46%-15.6pp | 5156.27%-5140.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $1,644 | $2,966-44.6% | $4,696-65.0% | $2,343-29.8% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $659 | $5,421-87.8% | $9,244-92.9% | $4,645-85.8% |