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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 | $9,769 | $48,011-79.7% | $63,803-84.7% | $82,637-88.2% |
| Participation rate | 86.0% | 66.6%+19.4pp | 72.7%+13.3pp | 68.1%+17.9pp |
| Annual return | 12.54% | 19.84%-7.3pp | 543.72%-531.2pp | 53.51%-41.0pp |
| Employer contribution / active EE | $1,282 | $1,904-32.6% | $2,532-49.4% | $2,552-49.8% |
| Participant deferral / active EE | $612 | $2,846-78.5% | $3,843-84.1% | $4,126-85.2% |
| Admin fee / account holder | $693 | $3,873-82.1% | $5,196-86.7% | $7,339-90.6% |