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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 | $30,575 | $106,008-71.2% | $92,240-66.9% | $147,586-79.3% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 12.10% | 50.05%-37.9pp | 176.29%-164.2pp | 578.59%-566.5pp |
| Employer contribution / active EE | $1,290 | $4,333-70.2% | $3,680-64.9% | $4,876-73.5% |
| Participant deferral / active EE | $902 | $4,478-79.9% | $3,897-76.9% | $5,439-83.4% |
| Admin fee / account holder | $2,480 | $6,333-60.8% | $5,194-52.3% | $10,886-77.2% |