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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 | $20,798 | $60,442-65.6% | $96,754-78.5% | $87,485-76.2% |
| Participation rate | 87.9% | 58.7%+29.2pp | 70.3%+17.6pp | 68.9%+18.9pp |
| Annual return | 14.41% | 21.97%-7.6pp | 82.04%-67.6pp | 26.06%-11.6pp |
| Employer contribution / active EE | $2,853 | $1,691+68.7% | $2,679+6.5% | $2,596+9.9% |
| Participant deferral / active EE | $0 | $3,280-100.0% | $4,758-100.0% | $4,274-100.0% |
| Admin fee / account holder | $402 | $5,069-92.1% | $8,905-95.5% | $7,775-94.8% |