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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 | $18,862 | $77,638-75.7% | $156,551-88.0% | $62,881-70.0% |
| Participation rate | 76.5% | 71.2%+5.3pp | 84.0%-7.5pp | 69.3%+7.2pp |
| Annual return | 4.85% | 50.33%-45.5pp | 32.23%-27.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $518 | $3,444-85.0% | $5,501-90.6% | $2,281-77.3% |
| Participant deferral / active EE | $588 | $3,046-80.7% | $4,871-87.9% | $3,203-81.6% |
| Admin fee / account holder | $322 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |