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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 | $51,184-71.0% | $66,439-77.6% | $86,983-82.9% |
| Participation rate | 70.2% | 68.5%+1.7pp | 74.5%-4.3pp | 69.5%+0.6pp |
| Annual return | 20.11% | 17.07%+3.0pp | 757.66%-737.6pp | 25.83%-5.7pp |
| Employer contribution / active EE | $1,142 | $2,023-43.5% | $2,637-56.7% | $2,584-55.8% |
| Participant deferral / active EE | $448 | $2,927-84.7% | $3,876-88.4% | $4,194-89.3% |
| Admin fee / account holder | $545 | $4,154-86.9% | $6,173-91.2% | $7,856-93.1% |