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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 | $21,107 | $99,875-78.9% | $146,866-85.6% | $86,983-75.7% |
| Participation rate | 98.6% | 75.8%+22.8pp | 82.5%+16.1pp | 69.5%+29.1pp |
| Annual return | 46.00% | 28.10%+17.9pp | 102.85%-56.9pp | 25.83%+20.2pp |
| Employer contribution / active EE | $1,436 | $3,224-55.5% | $4,425-67.5% | $2,584-44.4% |
| Participant deferral / active EE | $1,677 | $6,322-73.5% | $7,759-78.4% | $4,194-60.0% |
| Admin fee / account holder | $1,131 | $7,838-85.6% | $13,620-91.7% | $7,856-85.6% |