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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 | $17,361 | $65,423-73.5% | $98,477-82.4% | $85,856-79.8% |
| Participation rate | 94.4% | 65.0%+29.4pp | 73.3%+21.1pp | 69.3%+25.1pp |
| Annual return | 25.00% | 21.76%+3.2pp | 1493.59%-1468.6pp | 318.58%-293.6pp |
| Employer contribution / active EE | $555 | $2,168-74.4% | $2,961-81.3% | $2,565-78.4% |
| Participant deferral / active EE | $748 | $3,167-76.4% | $4,276-82.5% | $3,952-81.1% |
| Admin fee / account holder | $465 | $4,594-89.9% | $5,951-92.2% | $6,261-92.6% |