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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 | $2,287 | $25,014-90.9% | $69,460-96.7% | $80,911-97.2% |
| Participation rate | 96.1% | 64.2%+31.9pp | 66.4%+29.6pp | 67.6%+28.4pp |
| Annual return | 13.91% | 19.08%-5.2pp | 100.80%-86.9pp | 35.63%-21.7pp |
| Employer contribution / active EE | $1,139 | $991+14.9% | $1,714-33.6% | $2,756-58.7% |
| Participant deferral / active EE | $277 | $1,839-84.9% | $2,890-90.4% | $4,297-93.6% |
| Admin fee / account holder | $395 | $2,491-84.1% | $4,695-91.6% | $6,935-94.3% |