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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 | $24,751 | $107,368-76.9% | $92,915-73.4% | $152,909-83.8% |
| Participation rate | 90.5% | 79.8%+10.7pp | 76.0%+14.5pp | 82.5%+8.0pp |
| Annual return | 18.00% | 145.64%-127.6pp | 109.45%-91.4pp | 345.46%-327.5pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,063 | $4,848-78.1% | $4,238-74.9% | $5,851-81.8% |
| Admin fee / account holder | $14,422 | $7,082+103.6% | $5,796+148.8% | $11,601+24.3% |