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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 | $18,682 | $85,171-78.1% | $172,753-89.2% | $72,976-74.4% |
| Participation rate | 83.3% | 70.1%+13.3pp | 82.6%+0.7pp | 69.5%+13.8pp |
| Annual return | 19.18% | 27.32%-8.1pp | 803.00%-783.8pp | 81.02%-61.8pp |
| Employer contribution / active EE | $566 | $3,324-83.0% | $5,144-89.0% | $2,440-76.8% |
| Participant deferral / active EE | $92 | $3,260-97.2% | $5,198-98.2% | $3,608-97.4% |
| Admin fee / account holder | $1,509 | $5,880-74.3% | $13,956-89.2% | $5,124-70.6% |