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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 | $17,063 | $48,570-64.9% | $130,660-86.9% | $72,975-76.6% |
| Participation rate | 88.3% | 58.6%+29.8pp | 71.7%+16.6pp | 69.5%+18.8pp |
| Annual return | 20.98% | 38.63%-17.7pp | 1709.29%-1688.3pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,403 | $1,334+5.2% | $4,092-65.7% | $2,440-42.5% |
| Participant deferral / active EE | $817 | $2,384-65.7% | $3,603-77.3% | $3,608-77.3% |
| Admin fee / account holder | $880 | $3,549-75.2% | $5,463-83.9% | $5,124-82.8% |