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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 | $26,333 | $77,638-66.1% | $156,551-83.2% | $62,881-58.1% |
| Participation rate | 98.5% | 71.2%+27.3pp | 84.0%+14.5pp | 69.3%+29.2pp |
| Annual return | 7.20% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,758 | $3,444-48.9% | $5,501-68.0% | $2,281-22.9% |
| Participant deferral / active EE | $492 | $3,046-83.9% | $4,871-89.9% | $3,203-84.6% |
| Admin fee / account holder | $2,788 | $5,561-49.9% | $13,028-78.6% | $4,296-35.1% |