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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 | $15,640 | $77,638-79.9% | $156,551-90.0% | $62,881-75.1% |
| Participation rate | 94.5% | 71.2%+23.3pp | 84.0%+10.5pp | 69.3%+25.2pp |
| Annual return | 10.84% | 50.33%-39.5pp | 32.23%-21.4pp | 20.14%-9.3pp |
| Employer contribution / active EE | $1,216 | $3,444-64.7% | $5,501-77.9% | $2,281-46.7% |
| Participant deferral / active EE | $633 | $3,046-79.2% | $4,871-87.0% | $3,203-80.2% |
| Admin fee / account holder | $2,181 | $5,561-60.8% | $13,028-83.3% | $4,296-49.2% |