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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 | $47,479-68.7% | $62,929-76.4% | $82,448-82.0% |
| Participation rate | 70.2% | 66.9%+3.3pp | 73.1%-2.9pp | 68.1%+2.1pp |
| Annual return | 20.11% | 20.34%-0.2pp | 1063.93%-1043.8pp | 41.64%-21.5pp |
| Employer contribution / active EE | $1,142 | $1,885-39.4% | $2,505-54.4% | $2,551-55.2% |
| Participant deferral / active EE | $448 | $2,870-84.4% | $3,888-88.5% | $4,139-89.2% |
| Admin fee / account holder | $545 | $3,804-85.7% | $5,065-89.2% | $7,234-92.5% |