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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 | $19,059 | $60,139-68.3% | $90,461-78.9% | $79,856-76.1% |
| Participation rate | 71.6% | 65.0%+6.6pp | 72.7%-1.1pp | 69.6%+1.9pp |
| Annual return | 31.78% | 71.96%-40.2pp | 1294.76%-1263.0pp | 31.71%+0.1pp |
| Employer contribution / active EE | $961 | $2,069-53.6% | $3,264-70.6% | $2,471-61.1% |
| Participant deferral / active EE | $617 | $2,939-79.0% | $3,964-84.4% | $3,741-83.5% |
| Admin fee / account holder | $720 | $3,978-81.9% | $5,617-87.2% | $5,306-86.4% |