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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 | $36,527 | $69,274-47.3% | $64,097-43.0% | $139,487-73.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 21.01% | 46.00%-25.0pp | 33.75%-12.7pp | 373.84%-352.8pp |
| Employer contribution / active EE | $0 | $3,187-100.0% | $2,750-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $710 | $4,685-84.8% | $3,881-81.7% | $6,713-89.4% |
| Admin fee / account holder | $2,325 | $4,247-45.3% | $3,070-24.3% | $11,407-79.6% |