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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 | $17,163 | $69,248-75.2% | $64,101-73.2% | $139,466-87.7% |
| Participation rate | 90.0% | 75.6%+14.4pp | 72.3%+17.7pp | 80.3%+9.7pp |
| Annual return | 21.84% | 45.95%-24.1pp | 33.72%-11.9pp | 373.66%-351.8pp |
| Employer contribution / active EE | $842 | $3,185-73.6% | $2,749-69.4% | $4,754-82.3% |
| Participant deferral / active EE | $540 | $4,682-88.5% | $3,881-86.1% | $6,712-92.0% |
| Admin fee / account holder | $363 | $4,247-91.4% | $3,070-88.2% | $11,409-96.8% |