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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 | $21,259 | $76,368-72.2% | $67,681-68.6% | $154,746-86.3% |
| Participation rate | 84.2% | 79.0%+5.3pp | 73.7%+10.5pp | 80.7%+3.5pp |
| Annual return | 11.38% | 1066.77%-1055.4pp | 590.58%-579.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $2,009 | $3,151-36.2% | $2,678-25.0% | $4,379-54.1% |
| Participant deferral / active EE | $707 | $4,824-85.3% | $3,976-82.2% | $6,730-89.5% |
| Admin fee / account holder | $827 | $8,559-90.3% | $6,100-86.4% | $14,365-94.2% |