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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 | $33,162 | $53,128-37.6% | $86,581-61.7% | $70,124-52.7% |
| Participation rate | 80.6% | 65.3%+15.3pp | 73.5%+7.0pp | 69.5%+11.0pp |
| Annual return | 15.98% | 27.66%-11.7pp | 965.06%-949.1pp | 73.14%-57.2pp |
| Employer contribution / active EE | $527 | $2,068-74.5% | $2,840-81.4% | $2,342-77.5% |
| Participant deferral / active EE | $693 | $2,695-74.3% | $3,609-80.8% | $3,332-79.2% |
| Admin fee / account holder | $680 | $3,584-81.0% | $4,904-86.1% | $4,645-85.4% |