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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 | $11,625 | $103,008-88.7% | $90,304-87.1% | $152,897-92.4% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.5%+0.9pp |
| Annual return | 19.92% | 95.22%-75.3pp | 78.13%-58.2pp | 345.43%-325.5pp |
| Employer contribution / active EE | $442 | $3,139-85.9% | $2,855-84.5% | $4,764-90.7% |
| Participant deferral / active EE | $636 | $4,281-85.1% | $3,885-83.6% | $5,851-89.1% |
| Admin fee / account holder | $4,093 | $6,175-33.7% | $5,354-23.5% | $11,599-64.7% |