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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 | $19,533 | $211,239-90.8% | $178,528-89.1% | $145,877-86.6% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 13.39% | 30.22%-16.8pp | 27.11%-13.7pp | 551.28%-537.9pp |
| Employer contribution / active EE | $1,565 | $4,570-65.7% | $3,950-60.4% | $4,663-66.4% |
| Participant deferral / active EE | $191 | $6,963-97.3% | $6,278-97.0% | $6,691-97.1% |
| Admin fee / account holder | $372 | $12,095-96.9% | $10,419-96.4% | $13,402-97.2% |