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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 | $25,448 | $48,327-47.3% | $67,575-62.3% | $80,935-68.6% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.7%+16.3pp |
| Annual return | 13.71% | 18.31%-4.6pp | 3528.98%-3515.3pp | 35.66%-21.9pp |
| Employer contribution / active EE | $702 | $2,022-65.3% | $2,736-74.3% | $2,757-74.5% |
| Participant deferral / active EE | $702 | $2,927-76.0% | $4,003-82.5% | $4,299-83.7% |
| Admin fee / account holder | $974 | $3,692-73.6% | $3,993-75.6% | $6,924-85.9% |