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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 | $21,192 | $148,623-85.7% | $135,974-84.4% | $139,466-84.8% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 18.44% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $3,350 | $5,246-36.1% | $4,859-31.1% | $4,754-29.5% |
| Participant deferral / active EE | $893 | $8,103-89.0% | $7,760-88.5% | $6,712-86.7% |
| Admin fee / account holder | $1,602 | $12,406-87.1% | $10,767-85.1% | $11,409-86.0% |