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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 | $32,930 | $72,446-54.5% | $67,561-51.3% | $145,877-77.4% |
| Participation rate | 80.0% | 76.9%+3.1pp | 72.9%+7.1pp | 80.3%-0.3pp |
| Annual return | 10.35% | 7211.98%-7201.6pp | 3525.44%-3515.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $708 | $3,072-76.9% | $2,735-74.1% | $4,663-84.8% |
| Participant deferral / active EE | $792 | $4,785-83.4% | $4,003-80.2% | $6,691-88.2% |
| Admin fee / account holder | $354 | $5,541-93.6% | $4,006-91.2% | $13,402-97.4% |