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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 | $24,592 | $72,446-66.1% | $67,561-63.6% | $145,877-83.1% |
| Participation rate | 92.9% | 76.9%+16.0pp | 72.9%+20.0pp | 80.3%+12.6pp |
| Annual return | 18.83% | 7211.98%-7193.2pp | 3525.44%-3506.6pp | 551.28%-532.5pp |
| Employer contribution / active EE | $1,663 | $3,072-45.9% | $2,735-39.2% | $4,663-64.3% |
| Participant deferral / active EE | $362 | $4,785-92.4% | $4,003-91.0% | $6,691-94.6% |
| Admin fee / account holder | $386 | $5,541-93.0% | $4,006-90.4% | $13,402-97.1% |