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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 | $22,768 | $76,407-70.2% | $150,298-84.9% | $82,448-72.4% |
| Participation rate | 88.6% | 66.4%+22.2pp | 77.8%+10.8pp | 68.1%+20.5pp |
| Annual return | 15.09% | 39.99%-24.9pp | 62.79%-47.7pp | 41.64%-26.6pp |
| Employer contribution / active EE | $1,049 | $2,614-59.9% | $4,154-74.7% | $2,551-58.9% |
| Participant deferral / active EE | $190 | $3,214-94.1% | $5,453-96.5% | $4,139-95.4% |
| Admin fee / account holder | $477 | $6,352-92.5% | $14,116-96.6% | $7,234-93.4% |