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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 | $24,799 | $81,696-69.6% | $70,494-64.8% | $158,982-84.4% |
| Participation rate | 90.9% | 77.7%+13.2pp | 75.1%+15.9pp | 82.0%+8.9pp |
| Annual return | 10.42% | 208.70%-198.3pp | 109.16%-98.7pp | 302.99%-292.6pp |
| Employer contribution / active EE | $555 | $3,220-82.8% | $2,738-79.7% | $4,763-88.3% |
| Participant deferral / active EE | $0 | $4,558-100.0% | $3,711-100.0% | $5,983-100.0% |
| Admin fee / account holder | $8,533 | $6,200+37.6% | $3,848+121.8% | $11,252-24.2% |