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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 | $25,101 | $129,737-80.7% | $119,126-78.9% | $154,746-83.8% |
| Participation rate | 95.2% | 78.9%+16.4pp | 75.8%+19.5pp | 80.7%+14.5pp |
| Annual return | 14.77% | 379.08%-364.3pp | 282.11%-267.3pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,211 | $4,375-72.3% | $4,034-70.0% | $4,379-72.3% |
| Participant deferral / active EE | $482 | $5,842-91.7% | $5,318-90.9% | $6,730-92.8% |
| Admin fee / account holder | $5,272 | $11,961-55.9% | $10,693-50.7% | $14,365-63.3% |