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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 | $11,600 | $46,534-75.1% | $64,097-81.9% | $75,177-84.6% |
| Participation rate | 95.8% | 65.9%+29.9pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 28.54% | 26.07%+2.5pp | 33.75%-5.2pp | 160.75%-132.2pp |
| Employer contribution / active EE | $1,576 | $1,976-20.2% | $2,750-42.7% | $2,671-41.0% |
| Participant deferral / active EE | $510 | $2,835-82.0% | $3,881-86.9% | $4,126-87.6% |
| Admin fee / account holder | $828 | $2,957-72.0% | $3,070-73.0% | $5,651-85.3% |