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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 | $20,306 | $100,004-79.7% | $81,438-75.1% | $145,959-86.1% |
| Participation rate | 93.8% | 74.2%+19.6pp | 69.5%+24.2pp | 80.3%+13.5pp |
| Annual return | 9.33% | 34.34%-25.0pp | 24.74%-15.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $1,650 | $2,970-44.4% | $2,460-32.9% | $4,661-64.6% |
| Participant deferral / active EE | $452 | $4,603-90.2% | $3,883-88.4% | $6,689-93.2% |
| Admin fee / account holder | $2,118 | $8,202-74.2% | $5,764-63.3% | $13,398-84.2% |