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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 | $14,919 | $81,358-81.7% | $155,556-90.4% | $80,959-81.6% |
| Participation rate | 93.0% | 66.3%+26.8pp | 78.2%+14.8pp | 67.7%+25.4pp |
| Annual return | 20.89% | 33.39%-12.5pp | 64.84%-44.0pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,700 | $3,106-45.3% | $4,675-63.6% | $2,757-38.3% |
| Participant deferral / active EE | $800 | $3,455-76.8% | $5,631-85.8% | $4,300-81.4% |
| Admin fee / account holder | $743 | $7,994-90.7% | $15,885-95.3% | $6,925-89.3% |