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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 | $48,284-47.3% | $67,524-62.3% | $80,911-68.5% |
| Participation rate | 84.0% | 66.4%+17.6pp | 72.9%+11.1pp | 67.6%+16.4pp |
| Annual return | 13.71% | 18.27%-4.6pp | 3519.41%-3505.7pp | 35.63%-21.9pp |
| Employer contribution / active EE | $702 | $2,021-65.3% | $2,734-74.3% | $2,756-74.5% |
| Participant deferral / active EE | $702 | $2,927-76.0% | $4,001-82.4% | $4,297-83.7% |
| Admin fee / account holder | $974 | $3,688-73.6% | $4,001-75.7% | $6,935-86.0% |