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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 | $14,195 | $53,128-73.3% | $86,582-83.6% | $70,126-79.8% |
| Participation rate | 88.0% | 65.3%+22.7pp | 73.5%+14.5pp | 69.5%+18.5pp |
| Annual return | 16.77% | 27.66%-10.9pp | 965.08%-948.3pp | 73.15%-56.4pp |
| Employer contribution / active EE | $4,047 | $2,068+95.7% | $2,839+42.5% | $2,343+72.8% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $768 | $3,584-78.6% | $4,904-84.3% | $4,645-83.5% |