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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 | $28,400 | $81,664-65.2% | $70,476-59.7% | $158,966-82.1% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 16.24% | 208.59%-192.4pp | 109.12%-92.9pp | 302.95%-286.7pp |
| Employer contribution / active EE | $975 | $3,219-69.7% | $2,738-64.4% | $4,762-79.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $3,710-100.0% | $5,983-100.0% |
| Admin fee / account holder | $530 | $6,197-91.4% | $3,847-86.2% | $11,250-95.3% |