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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 | $26,486 | $75,962-65.1% | $154,108-82.8% | $64,173-58.7% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | 5.13% | 30.32%-25.2pp | 735.21%-730.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $973 | $3,350-70.9% | $5,298-81.6% | $2,381-59.1% |
| Participant deferral / active EE | $792 | $3,175-75.1% | $5,081-84.4% | $3,470-77.2% |
| Admin fee / account holder | $1,670 | $5,589-70.1% | $13,411-87.6% | $4,887-65.8% |