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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 | $38,835 | $70,430-44.9% | $96,572-59.8% | $85,851-54.8% |
| Participation rate | 91.7% | 61.8%+29.9pp | 69.8%+21.8pp | 69.3%+22.3pp |
| Annual return | 12.32% | 18.58%-6.3pp | 37.79%-25.5pp | 318.63%-306.3pp |
| Employer contribution / active EE | $594 | $1,413-58.0% | $2,357-74.8% | $2,565-76.9% |
| Participant deferral / active EE | $878 | $2,894-69.7% | $3,850-77.2% | $3,952-77.8% |
| Admin fee / account holder | $837 | $4,996-83.2% | $6,183-86.5% | $6,261-86.6% |