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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 | $26,942 | $226,090-88.1% | $182,531-85.2% | $152,885-82.4% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.0%-5.2pp | 82.5%-9.7pp |
| Annual return | 17.38% | 192.57%-175.2pp | 148.57%-131.2pp | 345.39%-328.0pp |
| Employer contribution / active EE | $1,369 | $4,978-72.5% | $4,075-66.4% | $4,763-71.3% |
| Participant deferral / active EE | $4 | $6,369-99.9% | $5,525-99.9% | $5,851-99.9% |
| Admin fee / account holder | $2,208 | $10,705-79.4% | $8,593-74.3% | $11,598-81.0% |