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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 | $28,379 | $154,209-81.6% | $130,062-78.2% | $139,487-79.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 14.64% | 32.52%-17.9pp | -137.37%+152.0pp | 373.84%-359.2pp |
| Employer contribution / active EE | $3,522 | $5,292-33.5% | $4,322-18.5% | $4,755-25.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $393 | $13,988-97.2% | $10,601-96.3% | $11,407-96.6% |