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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 | $22,031 | $95,415-76.9% | $185,851-88.1% | $85,851-74.3% |
| Participation rate | 88.3% | 68.8%+19.6pp | 81.7%+6.6pp | 69.3%+19.0pp |
| Annual return | 23.04% | 23.59%-0.5pp | 122.11%-99.1pp | 318.63%-295.6pp |
| Employer contribution / active EE | $908 | $3,314-72.6% | $5,168-82.4% | $2,565-64.6% |
| Participant deferral / active EE | $736 | $3,424-78.5% | $5,569-86.8% | $3,952-81.4% |
| Admin fee / account holder | $825 | $7,215-88.6% | $16,245-94.9% | $6,261-86.8% |