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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 | $30,279 | $118,496-74.4% | $98,461-69.2% | $139,466-78.3% |
| Participation rate | 88.9% | 77.5%+11.4pp | 75.2%+13.7pp | 80.3%+8.6pp |
| Annual return | 9.97% | 18.96%-9.0pp | 21.17%-11.2pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,389 | $3,611-61.5% | $3,049-54.4% | $4,754-70.8% |
| Participant deferral / active EE | $731 | $5,393-86.5% | $4,738-84.6% | $6,712-89.1% |
| Admin fee / account holder | $929 | $14,056-93.4% | $8,961-89.6% | $11,409-91.9% |