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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 | $25,512 | $50,554-49.5% | $67,681-62.3% | $87,485-70.8% |
| Participation rate | 89.7% | 67.7%+21.9pp | 73.7%+15.9pp | 68.9%+20.7pp |
| Annual return | 12.85% | 17.81%-5.0pp | 590.58%-577.7pp | 26.06%-13.2pp |
| Employer contribution / active EE | $748 | $1,988-62.4% | $2,678-72.1% | $2,596-71.2% |
| Participant deferral / active EE | $748 | $2,961-74.8% | $3,976-81.2% | $4,274-82.5% |
| Admin fee / account holder | $5,165 | $4,132+25.0% | $6,100-15.3% | $7,775-33.6% |