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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 | $10,251 | $114,119-91.0% | $107,187-90.4% | $138,895-92.6% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 11.96% | 273.21%-261.2pp | 204.55%-192.6pp | 145.39%-133.4pp |
| Employer contribution / active EE | $990 | $4,059-75.6% | $3,782-73.8% | $4,194-76.4% |
| Participant deferral / active EE | $731 | $5,538-86.8% | $5,096-85.6% | $6,396-88.6% |
| Admin fee / account holder | $1,541 | $10,024-84.6% | $9,162-83.2% | $12,562-87.7% |