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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 | $30,246 | $72,404-58.2% | $110,243-72.6% | $64,173-52.9% |
| Participation rate | 88.0% | 73.3%+14.7pp | 79.8%+8.2pp | 69.6%+18.4pp |
| Annual return | 9.24% | -6.29%+15.5pp | 314.76%-305.5pp | 7.63%+1.6pp |
| Employer contribution / active EE | $863 | $2,282-62.2% | $3,827-77.5% | $2,381-63.8% |
| Participant deferral / active EE | $1,118 | $3,469-67.8% | $4,672-76.1% | $3,470-67.8% |
| Admin fee / account holder | $600 | $5,664-89.4% | $8,548-93.0% | $4,887-87.7% |