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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 | $15,127 | $48,314-68.7% | $67,561-77.6% | $80,925-81.3% |
| Participation rate | 86.2% | 66.4%+19.8pp | 72.9%+13.3pp | 67.7%+18.5pp |
| Annual return | 11.94% | 18.28%-6.3pp | 3525.44%-3513.5pp | 35.65%-23.7pp |
| Employer contribution / active EE | $3,428 | $2,022+69.5% | $2,735+25.3% | $2,756+24.4% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $909 | $3,690-75.4% | $4,006-77.3% | $6,940-86.9% |