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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 | $25,774 | $81,643-68.4% | $70,462-63.4% | $158,950-83.8% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.8pp | 82.0%+8.9pp |
| Annual return | 19.57% | 208.51%-188.9pp | 109.08%-89.5pp | 302.91%-283.3pp |
| Employer contribution / active EE | $1,726 | $3,218-46.4% | $2,737-37.0% | $4,762-63.8% |
| Participant deferral / active EE | $578 | $4,555-87.3% | $3,710-84.4% | $5,983-90.3% |
| Admin fee / account holder | $1,118 | $6,194-81.9% | $3,845-70.9% | $11,248-90.1% |