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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 | $23,414 | $85,171-72.5% | $172,752-86.4% | $72,975-67.9% |
| Participation rate | 80.0% | 70.1%+9.9pp | 82.6%-2.6pp | 69.5%+10.5pp |
| Annual return | 16.33% | 27.32%-11.0pp | 802.97%-786.6pp | 81.01%-64.7pp |
| Employer contribution / active EE | $847 | $3,324-74.5% | $5,144-83.5% | $2,440-65.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,917 | $5,880-67.4% | $13,955-86.3% | $5,124-62.6% |