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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 | $22,518 | $77,638-71.0% | $156,551-85.6% | $62,881-64.2% |
| Participation rate | 95.6% | 71.2%+24.4pp | 84.0%+11.5pp | 69.3%+26.3pp |
| Annual return | 14.38% | 50.33%-35.9pp | 32.23%-17.8pp | 20.14%-5.8pp |
| Employer contribution / active EE | $690 | $3,444-80.0% | $5,501-87.5% | $2,281-69.8% |
| Participant deferral / active EE | $742 | $3,046-75.6% | $4,871-84.8% | $3,203-76.8% |
| Admin fee / account holder | $3,094 | $5,561-44.4% | $13,028-76.2% | $4,296-28.0% |