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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 | $32,916 | $72,269-54.5% | $101,271-67.5% | $79,852-58.8% |
| Participation rate | 95.3% | 68.5%+26.9pp | 75.8%+19.5pp | 69.6%+25.7pp |
| Annual return | 112.10% | 22.29%+89.8pp | 46.48%+65.6pp | 31.72%+80.4pp |
| Employer contribution / active EE | $893 | $2,692-66.8% | $3,660-75.6% | $2,471-63.9% |
| Participant deferral / active EE | $780 | $3,282-76.2% | $4,371-82.2% | $3,740-79.2% |
| Admin fee / account holder | $473 | $4,401-89.2% | $5,948-92.0% | $5,306-91.1% |