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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 | $17,935 | $105,856-83.1% | $90,161-80.1% | $147,586-87.8% |
| Participation rate | 82.6% | 79.7%+2.9pp | 76.9%+5.7pp | 82.8%-0.2pp |
| Annual return | 13.64% | 37.63%-24.0pp | 34.89%-21.2pp | 578.59%-565.0pp |
| Employer contribution / active EE | $616 | $4,126-85.1% | $3,318-81.4% | $4,876-87.4% |
| Participant deferral / active EE | $1,365 | $5,733-76.2% | $5,287-74.2% | $5,439-74.9% |
| Admin fee / account holder | $1,328 | $8,046-83.5% | $5,943-77.6% | $10,886-87.8% |