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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 | $7,793 | $100,139-92.2% | $85,187-90.9% | $145,884-94.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 11.44% | 84.15%-72.7pp | 66.67%-55.2pp | 551.85%-540.4pp |
| Employer contribution / active EE | $763 | $3,238-76.4% | $2,732-72.1% | $4,662-83.6% |
| Participant deferral / active EE | $909 | $5,296-82.8% | $4,525-79.9% | $6,690-86.4% |
| Admin fee / account holder | $1,942 | $7,262-73.3% | $6,162-68.5% | $13,392-85.5% |