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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 | $28,013 | $115,814-75.8% | $101,275-72.3% | $158,982-82.4% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 15.89% | 56.16%-40.3pp | 46.48%-30.6pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,923 | $4,176-53.9% | $3,660-47.5% | $4,763-59.6% |
| Participant deferral / active EE | $822 | $4,958-83.4% | $4,371-81.2% | $5,983-86.3% |
| Admin fee / account holder | $587 | $7,249-91.9% | $5,948-90.1% | $11,252-94.8% |