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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 | $28,384 | $91,037-68.8% | $71,671-60.4% | $147,586-80.8% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 13.91% | 20.48%-6.6pp | 20.65%-6.7pp | 578.59%-564.7pp |
| Employer contribution / active EE | $1,253 | $3,327-62.3% | $2,460-49.1% | $4,876-74.3% |
| Participant deferral / active EE | $523 | $4,498-88.4% | $3,438-84.8% | $5,439-90.4% |
| Admin fee / account holder | $2,423 | $8,613-71.9% | $5,558-56.4% | $10,886-77.7% |