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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 | $16,473 | $84,236-80.4% | $170,439-90.3% | $70,124-76.5% |
| Participation rate | 95.3% | 70.8%+24.5pp | 83.6%+11.7pp | 69.5%+25.8pp |
| Annual return | 25.13% | 23.06%+2.1pp | 205.94%-180.8pp | 73.14%-48.0pp |
| Employer contribution / active EE | $1,150 | $3,387-66.0% | $5,433-78.8% | $2,342-50.9% |
| Participant deferral / active EE | $600 | $3,086-80.6% | $4,939-87.9% | $3,332-82.0% |
| Admin fee / account holder | $736 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |