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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 | $22,652 | $111,785-79.7% | $93,669-75.8% | $145,877-84.5% |
| Participation rate | 91.7% | 74.2%+17.4pp | 68.7%+22.9pp | 80.3%+11.4pp |
| Annual return | 8.57% | 203.79%-195.2pp | 133.59%-125.0pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,137 | $3,096-31.0% | $2,424-11.8% | $4,663-54.2% |
| Participant deferral / active EE | $476 | $4,919-90.3% | $4,416-89.2% | $6,691-92.9% |
| Admin fee / account holder | $1,149 | $10,256-88.8% | $8,291-86.1% | $13,402-91.4% |