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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 | $14,857 | $50,554-70.6% | $67,681-78.0% | $87,485-83.0% |
| Participation rate | 70.2% | 67.7%+2.5pp | 73.7%-3.6pp | 68.9%+1.2pp |
| Annual return | 20.11% | 17.81%+2.3pp | 590.58%-570.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,142 | $1,988-42.6% | $2,678-57.3% | $2,596-56.0% |
| Participant deferral / active EE | $448 | $2,961-84.9% | $3,976-88.7% | $4,274-89.5% |
| Admin fee / account holder | $545 | $4,132-86.8% | $6,100-91.1% | $7,775-93.0% |