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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 | $14,253 | $69,248-79.4% | $64,101-77.8% | $139,466-89.8% |
| Participation rate | 94.1% | 75.6%+18.5pp | 72.3%+21.8pp | 80.3%+13.8pp |
| Annual return | 13.72% | 45.95%-32.2pp | 33.72%-20.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $871 | $3,185-72.6% | $2,749-68.3% | $4,754-81.7% |
| Participant deferral / active EE | $447 | $4,682-90.5% | $3,881-88.5% | $6,712-93.3% |
| Admin fee / account holder | $1,224 | $4,247-71.2% | $3,070-60.1% | $11,409-89.3% |