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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 | $17,206 | $53,127-67.6% | $86,597-80.1% | $70,131-75.5% |
| Participation rate | 85.7% | 65.3%+20.4pp | 73.5%+12.2pp | 69.5%+16.2pp |
| Annual return | 15.81% | 27.66%-11.9pp | 964.96%-949.2pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,569 | $2,068+24.2% | $2,840-9.5% | $2,342+9.7% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,088 | $3,585+125.6% | $4,906+64.9% | $4,645+74.1% |