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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 | $26,783 | $102,663-73.9% | $86,216-68.9% | $139,466-80.8% |
| Participation rate | 90.9% | 74.5%+16.4pp | 69.0%+21.9pp | 80.3%+10.6pp |
| Annual return | 12.92% | 1924.52%-1911.6pp | 1169.42%-1156.5pp | 373.66%-360.7pp |
| Employer contribution / active EE | $1,273 | $3,035-58.1% | $2,382-46.6% | $4,754-73.2% |
| Participant deferral / active EE | $944 | $4,677-79.8% | $3,986-76.3% | $6,712-85.9% |
| Admin fee / account holder | $6,556 | $8,663-24.3% | $6,853-4.3% | $11,409-42.5% |