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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 | $55,457-64.7% | $77,361-74.7% | $94,015-79.2% |
| Participation rate | 83.9% | 69.8%+14.1pp | 75.0%+9.0pp | 70.8%+13.1pp |
| Annual return | 11.26% | 15.57%-4.3pp | 1011.54%-1000.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $2,070 | $2,255-8.2% | $2,990-30.8% | $2,790-25.8% |
| Participant deferral / active EE | $291 | $3,069-90.5% | $3,911-92.5% | $4,249-93.1% |
| Admin fee / account holder | $1,081 | $4,334-75.1% | $5,894-81.7% | $8,951-87.9% |