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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 | $15,394 | $48,078-68.0% | $78,676-80.4% | $62,881-75.5% |
| Participation rate | 82.2% | 65.2%+17.0pp | 73.6%+8.7pp | 69.3%+12.9pp |
| Annual return | 61.17% | 31.36%+29.8pp | 62.19%-1.0pp | 20.14%+41.0pp |
| Employer contribution / active EE | $1,062 | $2,015-47.3% | $2,850-62.8% | $2,281-53.5% |
| Participant deferral / active EE | $245 | $2,587-90.5% | $3,517-93.0% | $3,203-92.3% |
| Admin fee / account holder | $959 | $3,206-70.1% | $4,510-78.7% | $4,296-77.7% |