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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 | $13,054 | $172,111-92.4% | $150,298-91.3% | $137,256-90.5% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 16.79% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,999 | $4,636-56.9% | $4,154-51.9% | $4,156-51.9% |
| Participant deferral / active EE | $1,391 | $6,166-77.4% | $5,453-74.5% | $6,407-78.3% |
| Admin fee / account holder | $6,907 | $16,471-58.1% | $14,116-51.1% | $12,270-43.7% |