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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 | $15,057 | $85,171-82.3% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 89.1% | 70.1%+19.0pp | 82.6%+6.4pp | 69.5%+19.6pp |
| Annual return | 17.54% | 27.32%-9.8pp | 802.97%-785.4pp | 81.01%-63.5pp |
| Employer contribution / active EE | $594 | $3,324-82.1% | $5,144-88.4% | $2,440-75.6% |
| Participant deferral / active EE | $816 | $3,260-75.0% | $5,198-84.3% | $3,608-77.4% |
| Admin fee / account holder | $1,469 | $5,880-75.0% | $13,955-89.5% | $5,124-71.3% |