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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 | $26,339 | $91,179-71.1% | $178,499-85.2% | $79,852-67.0% |
| Participation rate | 72.6% | 69.2%+3.4pp | 81.9%-9.3pp | 69.6%+2.9pp |
| Annual return | 16.43% | 24.19%-7.8pp | 151.10%-134.7pp | 31.72%-15.3pp |
| Employer contribution / active EE | $1,039 | $3,256-68.1% | $5,011-79.3% | $2,471-58.0% |
| Participant deferral / active EE | $581 | $3,236-82.1% | $5,202-88.8% | $3,740-84.5% |
| Admin fee / account holder | $1,728 | $6,749-74.4% | $13,986-87.6% | $5,306-67.4% |