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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 | $19,595 | $50,554-61.2% | $67,681-71.0% | $87,485-77.6% |
| Participation rate | 83.9% | 67.7%+16.2pp | 73.7%+10.2pp | 68.9%+15.0pp |
| Annual return | 11.26% | 17.81%-6.6pp | 590.58%-579.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $2,070 | $1,988+4.1% | $2,678-22.7% | $2,596-20.3% |
| Participant deferral / active EE | $291 | $2,961-90.2% | $3,976-92.7% | $4,274-93.2% |
| Admin fee / account holder | $1,081 | $4,132-73.9% | $6,100-82.3% | $7,775-86.1% |