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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 | $29,250 | $85,766-65.9% | $136,298-78.5% | $70,126-58.3% |
| Participation rate | 83.3% | 74.2%+9.2pp | 81.9%+1.4pp | 69.5%+13.8pp |
| Annual return | 16.04% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $684 | $2,966-76.9% | $4,696-85.4% | $2,343-70.8% |
| Participant deferral / active EE | $820 | $5,051-83.8% | $6,247-86.9% | $3,332-75.4% |
| Admin fee / account holder | $819 | $5,421-84.9% | $9,244-91.1% | $4,645-82.4% |