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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 | $15,916 | $75,962-79.0% | $154,108-89.7% | $64,173-75.2% |
| Participation rate | 97.5% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+27.9pp |
| Annual return | 2.89% | 30.32%-27.4pp | 735.21%-732.3pp | 7.63%-4.7pp |
| Employer contribution / active EE | $1,541 | $3,350-54.0% | $5,298-70.9% | $2,381-35.3% |
| Participant deferral / active EE | $460 | $3,175-85.5% | $5,081-91.0% | $3,470-86.8% |
| Admin fee / account holder | $6,087 | $5,589+8.9% | $13,411-54.6% | $4,887+24.6% |