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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 | $26,263 | $91,198-71.2% | $178,503-85.3% | $79,856-67.1% |
| Participation rate | 85.3% | 69.2%+16.1pp | 81.9%+3.4pp | 69.6%+15.7pp |
| Annual return | 19.55% | 24.20%-4.6pp | 151.12%-131.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $727 | $3,257-77.7% | $5,011-85.5% | $2,471-70.6% |
| Participant deferral / active EE | $763 | $3,237-76.4% | $5,202-85.3% | $3,741-79.6% |
| Admin fee / account holder | $1,701 | $6,748-74.8% | $13,987-87.8% | $5,306-67.9% |