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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 | $36,653 | $85,766-57.3% | $136,298-73.1% | $70,126-47.7% |
| Participation rate | 76.8% | 74.2%+2.6pp | 81.9%-5.1pp | 69.5%+7.2pp |
| Annual return | 17.94% | 31.46%-13.5pp | 5156.27%-5138.3pp | 73.15%-55.2pp |
| Employer contribution / active EE | $739 | $2,966-75.1% | $4,696-84.3% | $2,343-68.4% |
| Participant deferral / active EE | $1,982 | $5,051-60.8% | $6,247-68.3% | $3,332-40.5% |
| Admin fee / account holder | $724 | $5,421-86.6% | $9,244-92.2% | $4,645-84.4% |