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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 | $27,775 | $78,690-64.7% | $161,489-82.8% | $87,485-68.3% |
| Participation rate | 70.7% | 67.5%+3.3pp | 78.7%-8.0pp | 68.9%+1.8pp |
| Annual return | 15.86% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.2pp |
| Employer contribution / active EE | $1,938 | $2,588-25.1% | $4,268-54.6% | $2,596-25.3% |
| Participant deferral / active EE | $41 | $3,311-98.8% | $5,630-99.3% | $4,274-99.0% |
| Admin fee / account holder | $603 | $6,724-91.0% | $16,006-96.2% | $7,775-92.2% |