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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 | $25,620 | $50,554-49.3% | $67,681-62.1% | $87,485-70.7% |
| Participation rate | 73.7% | 67.7%+6.0pp | 73.7%0pp | 68.9%+4.8pp |
| Annual return | 11.21% | 17.81%-6.6pp | 590.58%-579.4pp | 26.06%-14.9pp |
| Employer contribution / active EE | $698 | $1,988-64.9% | $2,678-73.9% | $2,596-73.1% |
| Participant deferral / active EE | $470 | $2,961-84.1% | $3,976-88.2% | $4,274-89.0% |
| Admin fee / account holder | $1,290 | $4,132-68.8% | $6,100-78.9% | $7,775-83.4% |