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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 | $100,147-79.7% | $81,286-75.0% | $145,877-86.1% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.5%+24.2pp | 80.3%+13.4pp |
| Annual return | 9.33% | 34.44%-25.1pp | 24.80%-15.5pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,650 | $2,977-44.6% | $2,463-33.0% | $4,663-64.6% |
| Participant deferral / active EE | $452 | $4,607-90.2% | $3,883-88.4% | $6,691-93.2% |
| Admin fee / account holder | $2,118 | $8,201-74.2% | $5,764-63.3% | $13,402-84.2% |