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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 | $16,553 | $115,917-85.7% | $100,535-83.5% | $158,982-89.6% |
| Participation rate | 71.4% | 81.6%-10.2pp | 79.4%-8.0pp | 82.0%-10.5pp |
| Annual return | 17.50% | 34.80%-17.3pp | 30.90%-13.4pp | 302.99%-285.5pp |
| Employer contribution / active EE | $747 | $4,105-81.8% | $3,419-78.1% | $4,763-84.3% |
| Participant deferral / active EE | $1,863 | $6,677-72.1% | $6,271-70.3% | $5,983-68.9% |
| Admin fee / account holder | $826 | $11,002-92.5% | $8,085-89.8% | $11,252-92.7% |