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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 | $15,217 | $117,444-87.0% | $99,479-84.7% | $152,909-90.0% |
| Participation rate | 73.3% | 77.5%-4.2pp | 73.8%-0.5pp | 82.5%-9.1pp |
| Annual return | 16.23% | 31.87%-15.6pp | 30.72%-14.5pp | 345.46%-329.2pp |
| Employer contribution / active EE | $459 | $3,014-84.8% | $2,540-81.9% | $4,764-90.4% |
| Participant deferral / active EE | $254 | $4,086-93.8% | $3,619-93.0% | $5,851-95.7% |
| Admin fee / account holder | $6,730 | $7,635-11.8% | $6,253+7.6% | $11,601-42.0% |