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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 | $11,671 | $58,258-80.0% | $81,820-85.7% | $80,925-85.6% |
| Participation rate | 82.1% | 63.5%+18.7pp | 72.4%+9.8pp | 67.7%+14.5pp |
| Annual return | 14.91% | 41.76%-26.9pp | 777.93%-763.0pp | 35.65%-20.7pp |
| Employer contribution / active EE | $826 | $2,345-64.8% | $2,915-71.7% | $2,756-70.0% |
| Participant deferral / active EE | $493 | $3,284-85.0% | $4,323-88.6% | $4,299-88.5% |
| Admin fee / account holder | $960 | $4,976-80.7% | $7,391-87.0% | $6,940-86.2% |