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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 | $123,018 | $69,274+77.6% | $64,097+91.9% | $139,487-11.8% |
| Participation rate | 77.8% | 75.6%+2.2pp | 72.3%+5.5pp | 80.3%-2.6pp |
| Annual return | 23.13% | 46.00%-22.9pp | 33.75%-10.6pp | 373.84%-350.7pp |
| Employer contribution / active EE | $424 | $3,187-86.7% | $2,750-84.6% | $4,755-91.1% |
| Participant deferral / active EE | $480 | $4,685-89.8% | $3,881-87.6% | $6,713-92.8% |
| Admin fee / account holder | $1,321 | $4,247-68.9% | $3,070-57.0% | $11,407-88.4% |